Investment Planning Advisors »

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

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

Historical chart of Investment 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 Investment Planning Advisors 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 Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $10M 220k 45.62
2024-09-30 $5.6M 122k 45.46
2024-06-30 $5.6M 122k 45.46

More positions owned by Investment Planning Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Investment Planning Advisors

Top funds holding J P Morgan Exchange-traded F

Jpmorgan Chase & Co
Heritage Financial Services
Savant Capital Management
Royal Bank of Canada
Bank of America Corporation
Sequoia Financial Advisors
Morgan Stanley
Warren Averett Asset Management
Syntegra Private Wealth Group
Janney Montgomery Scott
Enclave Advisors
D'Orazio & Associates
Diversified Enterprises
Diversified
Wagner Wealth Management

View all funds holding J P Morgan Exchange-traded F