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Jp Morgan Exchange Traded Fd fund shares owned by Monticello Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Jp Morgan Exchange Traded Fd fund held by Monticello Wealth Management 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 94k 50.74
2024-06-30 $7.3M 145k 50.38
2024-03-31 $4.8M 94k 50.74
2023-12-31 $3.0M 59k 50.96

More positions owned by Monticello Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Victory Portfolios Ii Core Intrmediate (UBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Monticello Wealth Management

Top funds holding Jp Morgan Exchange Traded Fd fund

LPL Financial
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
BKD Wealth Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Rockefeller Capital Management
Honkamp Krueger Financial Services
Central Trust & Investment
Asio Capital
Collective Family Office
Morningstar Investment Services
Raymond James & Associates
HighTower Advisors
Equitable Holdings

View all funds holding Jp Morgan Exchange Traded Fd fund