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Jp Morgan Exchange Traded Fd fund shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JCPB) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Jp Morgan Exchange Traded Fd fund

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All positions including Jp Morgan Exchange Traded Fd fund held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jp Morgan Exchange Traded Fd fund by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 24k 47.55
2025-06-30 $858k 18k 47.06
2025-03-31 $847k 18k 47.04

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Top funds holding Jp Morgan Exchange Traded Fd fund

HB Wealth Management
Factory Mutual Insurance Company
Jpmorgan Chase & Co
Raymond James Financial
Legacy Wealth Management
Morgan Stanley
HighTower Advisors
Mariner Wealth Advisors
Janney Montgomery Scott
Northwestern Mutual Wealth Management Company
Valeo Financial Advisors
Moss Adams Wealth Advisors
Summit Financial Strategies
Savant Capital Management
Advisor Group Holdings

View all funds holding Jp Morgan Exchange Traded Fd fund