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J P Morgan Exchange Traded F shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JIVE) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange Traded F by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $35k 465 75.40
2025-06-30 $32k 465 69.30
2025-03-31 $29k 465 61.86
2024-12-31 $26k 465 55.16

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Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding J P Morgan Exchange Traded F

Envestnet Asset Management
LPL Financial
RiverFront Investment Group
Fountainhead AM
Advisor Group Holdings
Raymond James Financial
Janney Montgomery Scott
Royal Bank of Canada
Sagespring Wealth Partners
Vestmark Advisory Solutions
Cetera Investment Advisers
Gts Securities
Lineweaver Wealth Advisors
Verus Capital Partners
Cambridge Investment Research Advisors

View all funds holding J P Morgan Exchange Traded F