Essential Planning »

J P Morgan Exchange Traded F shares owned by Essential Planning

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JPLD) shares owned by Essential Planning from 13F filings

Historical chart of Essential 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 Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 97k 52.47
2025-06-30 $2.8M 53k 52.23
2025-03-31 $2.0M 38k 52.00
2024-12-31 $45M 869k 51.66
2024-09-30 $565k 11k 52.15

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Essential Planning

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
UBS Group
M^T Bank Corporation
Miracle Mile Advisors
Schiavi & Co
LPL Financial
Morgan Stanley
MBM Wealth Consultants
HighTower Advisors
FMA Wealth Management
Raymond James Financial
Stonebridge Financial Group
TD Capital Management
Intellus Advisors
Boulder Wealth Advisors

View all funds holding J P Morgan Exchange Traded F