Simplicity Wealth »

J P Morgan Exchange Traded F fund shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F fund by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.4M 134k 47.62

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding J P Morgan Exchange Traded F fund

Bank of America Corporation
Adamsbrown Wealth Consultants
Commonwealth Equity Services
Sunflower Bank
McCarthy & Cox
Honkamp Krueger Financial Services
Garrett Investment Advisors
HighTower Advisors
Kmg Fiduciary Partners
Hills Bank And Trust Company
Baird Financial
Certified Advisory Corp
Prime Capital Investment Advisors
Captrust Financial Advisors
Hyperion Partners

View all funds holding J P Morgan Exchange Traded F fund