Kellett Wealth Advisors, LLC / JCPB
Kellett Wealth Advisors, LLC’s J P Morgan Exchange Traded F Position
Does Kellett Wealth Advisors, LLC own J P Morgan Exchange Traded F (JCPB)? Yes — 152.8K shares worth $7M (+3.90% of its 13F portfolio) as of Q1 2026.
Position Value
$7M
Q1 2026
Shares
152.8K
% of Portfolio
+3.90%
Quarters Held
1
currently held
Position History JCPB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 152.8K | $7M | +3.90% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kellett Wealth Advisors, LLC’s full portfolio or all institutional holders of JCPB.