Northeast Planning Associates, Inc. / Nh / »

J P Morgan Exchange-traded F shares owned by Northeast Planning Associates, Inc. / Nh /

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Northeast Planning Associates, Inc. / Nh / from 13F filings

Historical chart of Northeast Planning Associates, Inc. / Nh / investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Northeast Planning Associates, Inc. / Nh / 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 Northeast Planning Associates, Inc. / Nh /

Quarter filed Position value Share count Share price at filing
2026-06-30 $329k 6.3k 52.03

More positions owned by Northeast Planning Associates, Inc. / Nh /

Ishares Silver Tr Ishares (SLV)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Victory Portfolios Ii Core Bd Etf (UITB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vaneck Etf Trust Gold Miners Etf (GDX)
Morgan Stanley Etf Trust Eato Van Mtg Etf (EVMO)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Global X Fds Global X Silver (SIL)
Victory Portfolios Ii Victoryshs Emerg (UEVM)
Global X Fds Global X Copper (COPX)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Northeast Planning Associates, Inc. / Nh /

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
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Raymond James Financial
Royal Bank of Canada
Cetera Investment Advisers
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Jones Financial Companies, L.L
Mml Investors Services

View all funds holding J P Morgan Exchange-traded F