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J P Morgan Exchange Traded F jpmorgan diver shares owned by Planning Alternatives

Quarter-by-quarter ownership of J P Morgan Exchange Traded F jpmorgan diver (JPUS) shares owned by Planning Alternatives from 13F filings

Historical chart of Planning Alternatives investment in J P Morgan Exchange Traded F jpmorgan diver

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All positions including J P Morgan Exchange Traded F jpmorgan diver held by Planning Alternatives 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 jpmorgan diver by Planning Alternatives

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 15k 123.91
2025-06-30 $2.6M 22k 118.19
2025-03-31 $27M 236k 115.20
2024-12-31 $60M 526k 114.11
2024-09-30 $62M 517k 119.68
2024-06-30 $56M 517k 109.18
2024-03-31 $58M 516k 112.00
2023-12-31 $53M 518k 102.72
2023-09-30 $48M 514k 93.93
2023-06-30 $51M 518k 97.77
2023-03-31 $49M 513k 95.61
2022-12-31 $49M 512k 94.78
2022-09-30 $46M 532k 85.50
2022-06-30 $49M 532k 91.51
2022-03-31 $55M 528k 104.47
2021-12-31 $56M 526k 106.04
2021-09-30 $51M 530k 96.15
2021-06-30 $51M 530k 96.74
2021-03-31 $46M 505k 91.31
2020-12-31 $41M 489k 83.65
2020-09-30 $35M 473k 73.95
2020-06-30 $27M 395k 69.39
2020-03-31 $21M 363k 58.64
2019-12-31 $26M 322k 79.66
2019-09-30 $20M 258k 75.92
2019-06-30 $19M 252k 74.85
2019-03-31 $18M 251k 73.15
2018-12-31 $18M 271k 64.87
2018-09-30 $20M 274k 74.54
2018-06-30 $19M 264k 71.05
2018-03-31 $15M 214k 69.69
2017-12-31 $2.2M 31k 70.51
2017-09-30 $224k 3.3k 67.23

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Top funds holding J P Morgan Exchange Traded F jpmorgan diver

Modera Wealth Management
D. J. St. Germain
Captrust Financial Advisors
Wealth Enhancement Advisory Services
UBS Group
Sterneck Capital Management
LPL Financial
Apollon Wealth Management
Jpmorgan Chase & Co
Morgan Stanley
Raymond James Financial
Jones Financial Companies, L.L
Advisor Group Holdings
Wells Fargo & Company
HHM Wealth Advisors

View all funds holding J P Morgan Exchange Traded F jpmorgan diver