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J P Morgan Exchange Traded F shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JIRE) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital 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 Capital 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 Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 306k 73.54
2025-06-30 $20M 280k 70.77

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Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
LPL Financial
FMR
Envestnet Asset Management
Janney Montgomery Scott
CWM
Factory Mutual Insurance Company
Sagespring Wealth Partners
Commonwealth Equity Services
Mml Investors Services
Assetmark
Dynasty Wealth Management
Bogart Wealth
Vestmark Advisory Solutions
Raymond James Financial

View all funds holding J P Morgan Exchange Traded F