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Jp Morgan Exchange Traded Fd fund shares owned by SWMG

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

Historical chart of SWMG investment in Jp Morgan Exchange Traded Fd fund

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All positions including Jp Morgan Exchange Traded Fd fund held by SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $569k 11k 50.43
2024-06-30 $541k 11k 50.37
2024-03-31 $546k 11k 50.74
2023-12-31 $547k 11k 50.96
2023-09-30 $468k 9.7k 48.37
2023-06-30 $486k 9.7k 50.23
2023-03-31 $485k 9.6k 50.63
2022-12-31 $477k 9.6k 49.69
2022-03-31 $204k 4.0k 51.37

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)

View all positions for SWMG

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