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J P Morgan Exchange Traded F fund shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F fund (JPSE) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in J P Morgan Exchange Traded F fund

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F fund held by WealthPlan Investment Management 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 fund by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $261k 5.0k 52.43

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View all positions for WealthPlan Investment Management

Top funds holding J P Morgan Exchange Traded F fund

Koss-Olinger Consulting
LPL Financial
Raymond James Financial
Bank of America Corporation
Hartford Financial Management
Aprio Wealth Management
Royal Bank of Canada
Morgan Stanley
Goldstein Advisors
Northwestern Mutual Wealth Management Company
Appleton Partners
Gerber Kawasaki Wealth & Investment Management
Sprinkle Financial Consultants
Keystone Financial Services
Financial Solutions Advisory Group

View all funds holding J P Morgan Exchange Traded F fund