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

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

Historical chart of Investment 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 Investment Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange Traded F by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 4.1k 65.00
2025-06-30 $13M 203k 62.58

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Spdr Series Trust Portfolio S&p500 (SPLG)
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
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Capital Group Core Equity Et Shs Creation Uni (CGUS)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Spdr Series Trust Portfoli S&p1500 (SPTM)

View all positions for Investment Planning Advisors

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
LPL Financial
BKD Wealth Advisors
Wealth Enhancement Advisory Services
Bank of New York Mellon
Raymond James Financial
CGC Financial Services
Legacy Financial Group
HighTower Advisors
Adviser Investments
Gradient Investments
Cetera Investment Advisers
Colony
UBS Group

View all funds holding J P Morgan Exchange Traded F