J P Morgan Exchange Traded F fund shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F fund (JPSE) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in J P Morgan Exchange Traded F fund
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Quarterly reported holdings in J P Morgan Exchange Traded F fund by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 95k | 49.81 |
| 2025-06-30 | $4.1M | 91k | 45.49 |
| 2025-03-31 | $20M | 449k | 43.59 |
| 2024-12-31 | $18M | 383k | 46.81 |
| 2024-09-30 | $12M | 242k | 48.03 |
| 2024-06-30 | $11M | 240k | 43.60 |
| 2024-03-31 | $19M | 424k | 45.20 |
| 2023-12-31 | $24M | 545k | 44.06 |
| 2023-09-30 | $20M | 505k | 39.29 |
| 2023-06-30 | $19M | 466k | 40.96 |
| 2023-03-31 | $11M | 271k | 39.86 |
| 2022-12-31 | $7.6M | 197k | 38.74 |
| 2022-09-30 | $5.3M | 150k | 35.38 |
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