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J P Morgan Exchange Traded F shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JPEF) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in J P Morgan Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange Traded F by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $205k 3.3k 62.35

More positions owned by Capital Advisors Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard World Inf Tech Etf (VGT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Microsoft Corporation (MSFT)

View all positions for Capital Advisors Wealth Management

Top funds holding J P Morgan Exchange Traded F

Thrivent Financial for Lutherans
Raymond James Financial Services Advisors
LPL Financial
Beaumont Financial Advisors
American Planning Services
Commonwealth Equity Services
Raymond James & Associates
Investment Planning Advisors
Level Four Advisory Services
Advisor Group Holdings
Mml Investors Services
Envestnet Asset Management
Fifth Third Securities
Cetera Investment Advisers
Cozad Asset Management

View all funds holding J P Morgan Exchange Traded F