Captrust Financial Advisors »

Jp Morgan Exchange Traded Fd fund shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $301k 6.9k 43.57
2024-06-30 $203k 5.0k 40.87
2023-12-31 $1.1M 29k 38.58
2023-09-30 $591k 17k 34.64

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial 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