Capital Planning Advisors »

J P Morgan Exchange Traded F shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors investment in J P Morgan Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Capital Planning 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 J P Morgan Exchange Traded F by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 26k 52.88

More positions owned by Capital Planning Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Ishares Tr Msci Intl Qualty (IQLT)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Investment Managers Ser Tr Knwldl Ld Etf (KLDW)
Costco Wholesale Corporation (COST)

View all positions for Capital Planning Advisors

Top funds holding J P Morgan Exchange Traded F

Gradient Investments
CGC Financial Services
Peterson Wealth Advisors
Cambridge Investment Research Advisors
Central Trust & Investment
Sugarloaf Wealth Management
Jane Street
Patten & Patten
Orrstown Financial Services
Cary Street Partner Investment Advisory
Argent Advisors
AE Wealth Management
Fiduciary Alliance
Shore Point Advisors
Legacy Financial Group

View all funds holding J P Morgan Exchange Traded F