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Jp Morgan Exchange Traded Fd fund shares owned by Mallini Complete Financial Planning

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JMUB) shares owned by Mallini Complete Financial Planning from 13F filings

Historical chart of Mallini Complete Financial Planning investment in Jp Morgan Exchange Traded Fd fund

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All positions including Jp Morgan Exchange Traded Fd fund held by Mallini Complete Financial Planning 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 Mallini Complete Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $535k 11k 50.47
2025-06-30 $526k 11k 49.64
2025-03-31 $530k 11k 50.00
2024-12-31 $532k 11k 50.15

More positions owned by Mallini Complete Financial Planning

Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard Esg U.s. Stock Etf Etf (ESGV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Usa Compression Partners Lp Comunit Ltdpar Stock (USAC)
Vanguard S&p 500 Etf Etf (Principal) (VOO)
Vanguard Esg International Stock Etf Etf (VSGX)
Ares Capital Corp Cef (ARCC)
Apple Stock (AAPL)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)
Guggenheim Strategic Opportun Com Sbi Cef (GOF)
Amazon Stock (Principal) (AMZN)

View all positions for Mallini Complete Financial Planning

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