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Jp Morgan Exchange Traded Fd fund shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $974k 19k 51.26
2024-06-30 $939k 19k 50.37
2024-03-31 $2.1M 41k 50.75
2023-12-31 $2.1M 41k 50.96

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Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

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