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Jp Morgan Exchange Traded Fd fund shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JVAL) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $882k 20k 43.57
2024-06-30 $883k 22k 40.87
2024-03-31 $982k 24k 41.62
2023-12-31 $988k 26k 38.58
2023-09-30 $949k 27k 34.64
2023-06-30 $1.0M 29k 35.68
2023-03-31 $998k 29k 34.06
2022-12-31 $984k 30k 33.14
2022-09-30 $914k 31k 29.79
2022-06-30 $921k 29k 32.11

More positions owned by MAI Wealth Advisors

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Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Jp Morgan Exchange Traded Fd fund

Cobblestone Capital Advisors
CWM
LPL Financial
HPM Partners
Federation des caisses Desjardins du Quebec
Bank of America Corporation
Goodman Advisory Group
Streettalk Advisors
Mainsail Financial Group
Jpmorgan Chase & Co
Planned Solutions
Advisor Group Holdings
Thrivent Financial for Lutherans
Morgan Stanley
Orion Portfolio Solutions

View all funds holding Jp Morgan Exchange Traded Fd fund