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J P Morgan Exchange-traded F shares owned by Next Level Wealth Planning

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

Historical chart of Next Level Wealth Planning investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Next Level Wealth 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 Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 5.2k 46.41
2025-06-30 $220k 4.7k 46.32

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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