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J P Morgan Exchange Traded F shares owned by Wealth Architects

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

Historical chart of Wealth Architects investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by Wealth Architects 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 Wealth Architects

Quarter filed Position value Share count Share price at filing
2024-09-30 $691k 14k 51.03
2024-06-30 $681k 14k 50.28
2024-03-31 $560k 11k 50.39
2023-12-31 $562k 11k 50.53

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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