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J P Morgan Exchange Traded F fund shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth 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 MAI Wealth Advisors 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 fund by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.9M 203k 48.70
2025-09-30 $9.6M 195k 49.03
2025-06-30 $9.2M 189k 48.62
2025-03-31 $8.4M 175k 47.89
2024-12-31 $8.0M 170k 47.26

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Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding J P Morgan Exchange Traded F fund

Honkamp Krueger Financial Services
Rice Partnership
LPL Financial
FSM Wealth Advisors
HighTower Advisors
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