Modera Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 74k 50.53
2023-09-30 $2.9M 61k 48.12

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Modera Wealth Management

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
EP Wealth Advisors
Pnc Financial Services
Mission Wealth Management
Jane Street
First Ascent Asset Management
Raymond James Financial Services Advisors
Modera Wealth Management
Susquehanna International
Gyl Financial Synergies
Consolidated Planning Corp
Royal Bank of Canada
Fiduciary Trust Company
Amarillo National Bank
Mercer Global Advisors

View all funds holding J P Morgan Exchange Traded F