MAI Wealth Advisors »

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

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JMEE) 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

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

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 $256k 4.0k 63.43
2025-06-30 $239k 4.0k 59.21
2025-03-31 $43k 772 56.00
2024-12-31 $47k 772 60.49

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
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

Jpmorgan Chase & Co
LPL Financial
Crestwood Advisors
Great Valley Advisor Group
Syntegra Private Wealth Group
Cetera Investment Advisers
Advisor Group Holdings
Total Wealth Planning
Raymond James Financial
CWM
Wagner Wealth Management
Bank of New York Mellon
CGC Financial Services
Jones Financial Companies, L.L
Meridian Financial Partners

View all funds holding J P Morgan Exchange Traded F