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Jp Morgan Exchange Traded Fd fund shares owned by Holistic Planning

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

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

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All positions including Jp Morgan Exchange Traded Fd fund held by Holistic 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $595k 13k 47.35

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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
Dynasty Wealth Management
Mariner Wealth Advisors
HighTower Advisors
Northwestern Mutual Wealth Management Company
Janney Montgomery Scott
Alpine Bank Wealth Management
Valeo Financial Advisors
Moss Adams Wealth Advisors
Summit Financial Strategies
Wells Fargo & Company

View all funds holding Jp Morgan Exchange Traded Fd fund