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J P Morgan Exchange Traded F shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $512k 6.9k 74.09
2025-06-30 $485k 6.9k 70.14
2025-03-31 $440k 6.9k 63.66
2024-12-31 $231k 3.4k 67.11

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Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding J P Morgan Exchange Traded F

Raymond James Financial
LPL Financial
Mml Investors Services
Commonwealth Equity Services
Advisor Group Holdings
Cetera Investment Advisers
Beaumont Financial Advisors
Jones Financial Companies, L.L
Balance Wealth
Leverty Financial Group
Stratos Wealth Partners
Janney Montgomery Scott
H D Vest Advisory Services
MONECO Advisors
Royal Bank of Canada

View all funds holding J P Morgan Exchange Traded F