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Jp Morgan Exchange Traded Fd fund shares owned by MBL Wealth

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

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $499k 12k 41.62
2023-12-31 $463k 12k 38.58
2023-09-30 $416k 12k 34.64
2023-06-30 $428k 12k 35.68

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

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