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

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

Historical chart of Modera 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 Modera Wealth 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 78k 51.03
2024-06-30 $3.9M 78k 50.28
2024-03-31 $3.9M 77k 50.39
2023-12-31 $3.7M 74k 50.53
2023-09-30 $2.9M 61k 48.12

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EQT Corporation (EQT)
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Ishares Tr Eafe Value Etf (EFV)

View all positions for Modera 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