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Jp Morgan Exchange Traded Fd fund shares owned by Next Level Wealth Planning

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

Historical chart of Next Level Wealth Planning investment in Jp Morgan Exchange Traded Fd fund

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All positions including Jp Morgan Exchange Traded Fd fund held by Next Level Wealth 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 Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 4.5k 47.55
2025-06-30 $212k 4.5k 47.06
2025-03-31 $212k 4.5k 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