Modern Wealth Management »

Jp Morgan Exchange Traded Fd fund shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JQUA) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Jp Morgan Exchange Traded Fd fund

Tip: Access up to 7 years of quarterly data

All positions including Jp Morgan Exchange Traded Fd fund held by Modern Wealth Management 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 Jp Morgan Exchange Traded Fd fund by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.8M 155k 56.57
2024-03-31 $7.9M 153k 51.74

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Jp Morgan Exchange Traded Fd fund

Signature
Savant Capital Management
LPL Financial
D. J. St. Germain
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Midland Wealth Advisors
Morgan Stanley
Sage Mountain Advisors
Horizon Investments
Townsquare Capital
Hamilton Capital Management
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
Quadcap Wealth Management
Commonwealth Equity Services

View all funds holding Jp Morgan Exchange Traded Fd fund