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Jp Morgan Exchange Traded Fd fund shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jp Morgan Exchange Traded Fd fund by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $902k 17k 52.87
2023-12-31 $979k 21k 47.86
2023-09-30 $1.1M 24k 43.27
2023-06-30 $1.2M 27k 44.28
2023-03-31 $1.2M 30k 41.23
2022-12-31 $1.2M 31k 38.75
2022-09-30 $1.1M 33k 35.04
2022-06-30 $888k 24k 37.23

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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