Holistic Planning »

J P Morgan Exchange Traded F shares owned by Holistic Planning

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

Historical chart of Holistic 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 Holistic 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $388k 7.2k 54.07

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding J P Morgan Exchange Traded F

LPL Financial
Hanson McClain Advisors
Captrust Financial Advisors
Cetera Investment Advisers
Envestnet Asset Management
Private Advisor
Janney Montgomery Scott
Diversified Portfolios
Baldwin Brothers
Vestmark Advisory Solutions
Mml Investors Services
Summit Financial
Commonwealth Equity Services
Ameriprise Financial
Berger Financial Group

View all funds holding J P Morgan Exchange Traded F