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J P Morgan Exchange-traded F shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JPIE) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point 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 Action Point 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 Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $804k 18k 45.99

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding J P Morgan Exchange-traded F

Charles Schwab Investment Management
Sixth Street Partners Management Company
Jpmorgan Chase & Co
Morgan Stanley
Sequoia Financial Advisors
Wells Fargo & Company
Savant Capital Management
Bank of America Corporation
Warren Averett Asset Management
Envestnet Asset Management
LPL Financial
Raymond James Financial
Royal Bank of Canada
Advisor Group Holdings
Syntegra Private Wealth Group

View all funds holding J P Morgan Exchange-traded F