Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Balanced Rock Investment Advisors »

J P Morgan Exchange Traded F fund shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded F fund (JPIB) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors investment in J P Morgan Exchange Traded F fund

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F fund held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in J P Morgan Exchange Traded F fund by Balanced Rock Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$1.3M	28k	48.70
2025-09-30	$1.3M	26k	49.03
2025-06-30	$1.2M	24k	48.62

More positions owned by Balanced Rock Investment Advisors

Dimensional Etf Trust International (DFSI)

Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)

Pimco Equity Ser Rafi Esg Us (RAFE)

Ishares Tr Esg Msci Usa Etf (USXF)

Ishares Tr Esg Awr Msci Usa (ESGU)

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Ishares Tr Esg Eafe Etf (DMXF)

Dimensional Etf Trust Global Real Est (DFGR)

Ishares Tr Esg Aw Msci Eafe (ESGD)

Dimensional Etf Trust Emerging Markets (DFSE)

Vanguard Mun Bd Fds Core Tax Exempt (VCRM)

Ishares Tr Esg Advncd Hy Bd (HYXF)

Vanguard World Esg Intl Stk Etf (VSGX)

Ishares Tr Esg Advanced Uni (EUSB)

Pimco Etf Tr 15+ Yr Us Tips (LTPZ)

View all positions for Balanced Rock Investment Advisors

Top funds holding J P Morgan Exchange Traded F fund

Honkamp Krueger Financial Services

Cetera Investment Advisers

Goldstone Financial Group

Raymond James Financial

Hughes Financial Services

Midwest Financial Partners Investments

Hills Bank And Trust Company

ForthRight Wealth Management

Evergreen Wealth Solutions

Kmg Fiduciary Partners

Certified Advisory Corp

View all funds holding J P Morgan Exchange Traded F fund

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z