Creative Planning »

J P Morgan Exchange Traded F shares owned by Creative Planning

Quarter-by-quarter ownership of J P Morgan Exchange Traded F shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning 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 Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $412k 8.0k 51.57

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding J P Morgan Exchange Traded F

Merit Financial Group
Royal Bank of Canada
Founders Financial Securities
Ameriprise Financial
Mariner Wealth Advisors
Cary Street Partners Financial
ValMark Advisers
LPL Financial
Sterling Investment Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Intl Fcstone
Baird Financial
Jane Street
Investment Partners Asset Management

View all funds holding J P Morgan Exchange Traded F