MorganRosel Wealth Management »

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

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

Historical chart of MorganRosel 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 MorganRosel 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 MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.6M 107k 52.87
2023-12-31 $5.3M 112k 47.86
2023-09-30 $4.8M 111k 43.27
2023-06-30 $4.7M 107k 44.28
2023-03-31 $3.5M 84k 41.23
2022-12-31 $1.5M 38k 38.75

More positions owned by MorganRosel Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Gold Tr Shares Represent (IAUM)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for MorganRosel Wealth Management

Top funds holding Jp Morgan Exchange Traded Fd fund

Envestnet Portfolio Solutions
Signature
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Jpmorgan Chase & Co
D. J. St. Germain
Midland Wealth Advisors
Savant Capital Management
Sage Mountain Advisors
Hamilton Capital Management
Townsquare Capital
Commonwealth Equity Services
One Capital Management
Hennion & Walsh Asset Management
Royal Bank of Canada
Bank of America Corporation

View all funds holding Jp Morgan Exchange Traded Fd fund