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J P Morgan Exchange Traded F shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JPEF) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $756k 10k 74.64

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Apple Common Stock (AAPL)
Repligen Corporation Common Stock (RGEN)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Alphabet Inc. Class A Common Stock (GOOGL)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding J P Morgan Exchange Traded F

Raymond James Financial
LPL Financial
Mml Investors Services
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Beaumont Financial Advisors
Jones Financial Companies, L.L
Balance Wealth
Leverty Financial Group
Stratos Wealth Partners
Janney Montgomery Scott
MONECO Advisors
Thrivent Financial for Lutherans
Novem Group

View all funds holding J P Morgan Exchange Traded F