First Ascent Asset Management »

J P Morgan Exchange Traded F shares owned by First Ascent Asset Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JMSI) shares owned by First Ascent Asset Management from 13F filings

Historical chart of First Ascent Asset 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 First Ascent Asset 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 First Ascent Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 85k 50.53
2023-09-30 $3.2M 66k 48.12

More positions owned by First Ascent Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Total Usd (IUSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core Intl Aggr (IAGG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for First Ascent Asset Management

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
Betterment
EP Wealth Advisors
Envestnet Asset Management
Pnc Financial Services
Mission Wealth Management
GeoWealth Management
Raymond James Financial Services Advisors
Modera Wealth Management
Northwestern Mutual Wealth Management Company
Gyl Financial Synergies
Royal Bank of Canada
Jane Street
Fiduciary Trust Company
Consolidated Planning Corp

View all funds holding J P Morgan Exchange Traded F