Mission Wealth Management »

J P Morgan Exchange Traded F shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth 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 Mission Wealth 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.4M 164k 51.03
2024-06-30 $8.4M 166k 50.28
2024-03-31 $8.7M 172k 50.39
2023-12-31 $9.2M 183k 50.52
2023-09-30 $9.4M 195k 48.12

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission Wealth 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