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J P Morgan Exchange Traded F shares owned by Vested Financial Planning

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JMSI) shares owned by Vested Financial Planning from 13F filings

Historical chart of Vested Financial 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 Vested Financial Planning 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 Vested Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 4.2k 50.22
2025-06-30 $206k 4.2k 49.42
2025-03-31 $208k 4.2k 49.80
2024-12-31 $287k 5.7k 50.07

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Top funds holding J P Morgan Exchange Traded F

Betterment
Jpmorgan Chase & Co
EP Wealth Advisors
Pnc Financial Services
Envestnet Asset Management
Seeds Investor
Raymond James Financial
Ellevest
Mission Wealth Management
Modera Wealth Management
Northwestern Mutual Wealth Management Company
GeoWealth Management
Jane Street
ORG Partners
Colony

View all funds holding J P Morgan Exchange Traded F