Total Wealth Planning »

J P Morgan Exchange Traded F shares owned by Total Wealth Planning

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JMEE) shares owned by Total Wealth Planning from 13F filings

Historical chart of Total Wealth Planning 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 Total Wealth Planning 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 Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $30M 475k 63.43
2025-06-30 $26M 442k 59.21
2025-03-31 $22M 397k 55.98
2024-12-31 $20M 336k 60.47

More positions owned by Total Wealth Planning

Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Total Wealth Planning

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
LPL Financial
Crestwood Advisors
Great Valley Advisor Group
Syntegra Private Wealth Group
Cetera Investment Advisers
Advisor Group Holdings
Total Wealth Planning
Raymond James Financial
CWM
Wagner Wealth Management
Bank of New York Mellon
CGC Financial Services
Jones Financial Companies, L.L
Meridian Financial Partners

View all funds holding J P Morgan Exchange Traded F