Plan Group Financial »

J P Morgan Exchange Traded F shares owned by Plan Group Financial

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JMEE) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial 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 Plan Group Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.1M 61k 66.77
2025-12-31 $2.0M 31k 64.38
2025-09-30 $1.3M 21k 63.43

More positions owned by Plan Group Financial

Berkshire Hathaway Inc Del Cl A (BRK.A)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Spdr Index Shs Fds State Street Spd (EDIV)
Ishares Tr Rus Mid Cap Etf (IWR)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Plan Group Financial

Top funds holding J P Morgan Exchange Traded F

LPL Financial
Crestwood Advisors
CWM
Cetera Investment Advisers
Syntegra Private Wealth Group
Great Valley Advisor Group
Wagner Wealth Management
Advisor Group Holdings
Jones Financial Companies, L.L
Raymond James Financial
Bank of New York Mellon
CGC Financial Services
Meridian Financial Partners
SHP Wealth Management
Verus Capital Partners

View all funds holding J P Morgan Exchange Traded F