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J P Morgan Exchange-traded F shares owned by BankPlus Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JPIE) shares owned by BankPlus Wealth Management from 13F filings

Historical chart of BankPlus Wealth Management 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 BankPlus Wealth Management 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 BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7M 166k 46.41
2025-06-30 $7.1M 154k 46.32
2025-03-31 $6.8M 148k 46.07

More positions owned by BankPlus Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
T Rowe Price Etf Total Return Etf (TOTR)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)

View all positions for BankPlus Wealth Management

Top funds holding J P Morgan Exchange-traded F

Jpmorgan Chase & Co
Sequoia Financial Advisors
Morgan Stanley
Savant Capital Management
Wells Fargo & Company
Envestnet Asset Management
Heritage Financial Services
Royal Bank of Canada
Warren Averett Asset Management
Advisor Group Holdings
Janney Montgomery Scott
Cary Street Partners Financial
Syntegra Private Wealth Group
D'Orazio & Associates
Hilton Capital Management

View all funds holding J P Morgan Exchange-traded F