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J P Morgan Exchange Traded F shares owned by Planned Solutions

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

Historical chart of Planned Solutions 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 Planned Solutions 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 Planned Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 110k 65.00
2025-06-30 $6.6M 106k 62.58
2025-03-31 $5.9M 99k 59.68
2024-12-31 $6.0M 96k 62.04
2024-09-30 $22k 358 61.14

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Usa Quality Garp Etf Etf (GARP)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares Large Cap Deep Quarterly Laddered Etf Etf (IVVB)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)
Apple Stock (AAPL)

View all positions for Planned Solutions

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