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J P Morgan Exchange Traded F shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 102k 51.03
2024-06-30 $4.8M 95k 50.28
2024-03-31 $4.7B 93k 50390.21

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth Management

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
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
StoneCrest Wealth Management
Jane Street
Fiduciary Trust Company
Consolidated Planning Corp

View all funds holding J P Morgan Exchange Traded F