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Jp Morgan Exchange Traded Fd fund shares owned by Retirement Planning Group

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JMUB) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group investment in Jp Morgan Exchange Traded Fd fund

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All positions including Jp Morgan Exchange Traded Fd fund held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jp Morgan Exchange Traded Fd fund by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 67k 50.47
2025-06-30 $2.8M 57k 49.64
2025-03-31 $715k 14k 50.00
2023-06-30 $884k 18k 50.23

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Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

Top funds holding Jp Morgan Exchange Traded Fd fund

LPL Financial
Northwestern Mutual Wealth Management Company
Meeder Advisory Services
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Raymond James Financial
BKD Wealth Advisors
Monticello Wealth Management
Honkamp Krueger Financial Services
Captrust Financial Advisors
Envestnet Asset Management
Tiaa Trust, National Association
H D Vest Advisory Services
HighTower Advisors

View all funds holding Jp Morgan Exchange Traded Fd fund