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Jp Morgan Exchange Traded Fd fund shares owned by Castleview Partners

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JMOM) shares owned by Castleview Partners from 13F filings

Historical chart of Castleview Partners investment in Jp Morgan Exchange Traded Fd fund

Tip: Access up to 7 years of quarterly data

All positions including Jp Morgan Exchange Traded Fd fund held by Castleview Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jp Morgan Exchange Traded Fd fund by Castleview Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $326k 4.8k 68.15
2025-09-30 $307k 4.5k 67.90
2025-06-30 $354k 5.5k 64.29
2024-12-31 $63k 1.1k 58.40

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate (MBSF)
Advisor Managed Portfolios Regan Fixed Rate (MBSX)
Apple (AAPL)
ConocoPhillips (COP)
Home Depot (HD)
Bristol Myers Squibb (BMY)
Managed Portfolio Series Leuthold Select (LST)
Tesla Motors (TSLA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Amgen (AMGN)
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Fidelity Covington Trust High Divid Etf (FDVV)
UnitedHealth (UNH)
Vaneck Etf Trust Real Assets Etf (RAAX)

View all positions for Castleview Partners

Top funds holding Jp Morgan Exchange Traded Fd fund

Wealth Enhancement Advisory Services
Ronald Blue Trust
Equitable Holdings
Shore Point Advisors
Jpmorgan Chase & Co
Klaas Financial Asset Advisors
LPL Financial
Arq Wealth Advisors
Vident Advisory
Nova R Wealth
Magnolia Capital Advisors
Cassia Capital Partners
CWM
CI Private Wealth
West Wealth Group

View all funds holding Jp Morgan Exchange Traded Fd fund