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J P Morgan Exchange-traded F shares owned by Capital Planning Advisors

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

Historical chart of Capital Planning Advisors 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 Capital Planning Advisors 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 Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $682k 15k 46.29

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Top funds holding J P Morgan Exchange-traded F

Jpmorgan Chase & Co
Sequoia Financial Advisors
Wells Fargo & Company
Savant Capital Management
Heritage Financial Services
Envestnet Asset Management
Warren Averett Asset Management
Royal Bank of Canada
Advisor Group Holdings
Raymond James Financial
Rockefeller Capital Management
Janney Montgomery Scott
Syntegra Private Wealth Group
Cary Street Partners Financial
Williams Financial

View all funds holding J P Morgan Exchange-traded F