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J P Morgan Exchange-traded F shares owned by Investment Planning Advisors

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Investment Planning Advisors from 13F filings

Historical chart of Investment Planning Advisors investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Investment Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 67k 56.68
2024-06-30 $3.8M 67k 56.68

More positions owned by Investment Planning Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Investment Planning Advisors

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Cetera Investment Advisers
Commonwealth Equity Services
HighTower Advisors
Atlantic Trust
Raymond James Financial Services Advisors
RiverFront Investment Group
Janney Montgomery Scott
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F