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J P Morgan Exchange Traded F shares owned by Wealthquest

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JPLD) shares owned by Wealthquest from 13F filings

Historical chart of Wealthquest 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 Wealthquest 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 Wealthquest

Quarter filed Position value Share count Share price at filing
2026-06-30 $36M 696k 52.19

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Vanguard Large Cap ETF Etf (VV)
iShares Core MSCI EAFE Etf (IEFA)
Innovator US Equity 10 Buffer Etf (ZALT)
Innovator Defined Wealth Shield Etf (BALT)
SPDR S&P 1500 Etf (SPTM)
Vanguard Small Cap ETF Etf (VB)
Vanguard Russell 1000 Growth Etf (VONG)
iShares Core S&P Mid Cap Etf (IJH)
American Financial Group Stock (AFG)
Vanguard Mid Cap ETF Etf (VO)
DFA International Core Equity ETF Etf (DFAI)
DFA Short Duration Fixed Income Etf (DFSD)
Vanguard Short Term Bond Etf (BSV)
JPMorgan Limited Duration Bond Etf (JPLD)
Procter & Gamble Stock (PG)

View all positions for Wealthquest

Top funds holding J P Morgan Exchange Traded F

Captrust Financial Advisors
Morgan Stanley
LPL Financial
Miracle Mile Advisors
Schiavi & Co
Allspring Global Investments Holdings
UBS Group
Wealthquest
M^T Bank Corporation
Bank of America Corporation
MBM Wealth Consultants
Scott Capital Advisors
Spinnaker Investment Group
TD Capital Management
Jones Financial Companies, L.L

View all funds holding J P Morgan Exchange Traded F