Modern Wealth Management »

J P Morgan Exchange Traded F shares owned by Modern Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JIRE) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in J P Morgan Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $34M 456k 74.88
2025-09-30 $27M 366k 73.54

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Modern Wealth Management

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
Susquehanna International
LPL Financial
Envestnet Asset Management
FMR
Mml Investors Services
Janney Montgomery Scott
CWM
Factory Mutual Insurance Company
Commonwealth Equity Services
Sagespring Wealth Partners
Dynasty Wealth Management
Assetmark
Raymond James Financial
Vestmark Advisory Solutions

View all funds holding J P Morgan Exchange Traded F