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J P Morgan Exchange Traded shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning Group investment in J P Morgan Exchange Traded

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange Traded by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 24k 48.62

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)
State Street Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

View all positions for Cornerstone Planning Group

Top funds holding J P Morgan Exchange Traded

MAI Wealth Advisors
Oxford Financial
LPL Financial
Raymond James Financial
UBS Group
AE Wealth Management
Private Advisor
Nelson, Van Denburg & Campbell Wealth Management
Systelligence
Kestra Private Wealth Services
Goldman Sachs Group
Balanced Rock Investment Advisors
Envestnet Asset Management
Advisor Group Holdings
Mml Investors Services

View all funds holding J P Morgan Exchange Traded