Planning Directions »

J P Morgan Exchange Traded F shares owned by Planning Directions

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

Historical chart of Planning Directions 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 Planning Directions 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 Planning Directions

Quarter filed Position value Share count Share price at filing
2024-09-30 $202k 3.1k 65.53

More positions owned by Planning Directions

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Us Gwt (IUSG)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Planning Directions

Top funds holding J P Morgan Exchange Traded F

Thrivent Financial for Lutherans
LPL Financial
Raymond James Financial Services Advisors
Beaumont Financial Advisors
Commonwealth Equity Services
Advisor Group Holdings
Raymond James & Associates
American Planning Services
Investment Planning Advisors
Mml Investors Services
Envestnet Asset Management
Level Four Advisory Services
Janney Montgomery Scott
MONECO Advisors
Cozad Asset Management

View all funds holding J P Morgan Exchange Traded F