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J P Morgan Exchange Traded F shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JGRO) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 92k 93.75
2025-06-30 $1.3M 16k 86.07

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View all positions for WealthPlan Investment Management

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
Captrust Financial Advisors
Jones Financial Companies, L.L
Raymond James Financial
Janney Montgomery Scott
CWM
UBS Group
Commonwealth Equity Services
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Correct Capital Wealth Management
Nelson, Van Denburg & Campbell Wealth Management

View all funds holding J P Morgan Exchange Traded F