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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
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

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

View all positions for MAI Wealth Advisors

Top funds holding Jp Morgan Exchange Traded Fd fund

Envestnet Portfolio Solutions
First Citizens Bank & Trust
Orion Portfolio Solutions
Cobblestone Capital Advisors
CWM
HPM Partners
Capital Analysts
First Citizens Asset Management
Bank of America Corporation
Advisor Group Holdings
Planned Solutions
Mainsail Financial Group
Bp Wealth Management
Commonwealth Equity Services
Jpmorgan Chase & Co

View all funds holding Jp Morgan Exchange Traded Fd fund