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Jp Morgan Exchange Traded Fd fund shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Jp Morgan Exchange Traded Fd fund

Tip: Access up to 7 years of quarterly data

All positions including Jp Morgan Exchange Traded Fd fund held by WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6M 159k 47.55
2025-06-30 $2.2M 47k 47.06

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View all positions for WealthPlan Investment Management

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