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J P Morgan Exchange-traded F shares owned by Pearl Planning

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

Historical chart of Pearl 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 Pearl 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 Pearl Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $17M 358k 46.07

More positions owned by Pearl Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard World Esg Us Stk Etf (ESGV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Small Mid Cap (TMSL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (BIL)

View all positions for Pearl Planning

Top funds holding J P Morgan Exchange-traded F

Sequoia Financial Advisors
Wells Fargo & Company
Savant Capital Management
Heritage Financial Services
Envestnet Asset Management
Warren Averett Asset Management
Advisor Group Holdings
Raymond James Financial
Rockefeller Capital Management
Cary Street Partners Financial
Syntegra Private Wealth Group
Williams Financial
Janney Montgomery Scott
D'Orazio & Associates
Hilton Capital Management

View all funds holding J P Morgan Exchange-traded F