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Jp Morgan Exchange Traded Fd fund shares owned by Balance Wealth

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JMUB) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Jp Morgan Exchange Traded Fd fund

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All positions including Jp Morgan Exchange Traded Fd fund held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jp Morgan Exchange Traded Fd fund by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 33k 50.47
2025-06-30 $1.5M 31k 49.64
2025-03-31 $416k 8.3k 50.00

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding Jp Morgan Exchange Traded Fd fund

LPL Financial
Northwestern Mutual Wealth Management Company
Meeder Advisory Services
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Raymond James Financial
BKD Wealth Advisors
Monticello Wealth Management
Honkamp Krueger Financial Services
Captrust Financial Advisors
Envestnet Asset Management
Tiaa Trust, National Association
H D Vest Advisory Services
HighTower Advisors

View all funds holding Jp Morgan Exchange Traded Fd fund