Defined Financial Planning »

Jp Morgan Exchange Traded Fd fund shares owned by Defined Financial Planning

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JVAL) shares owned by Defined Financial Planning from 13F filings

Historical chart of Defined Financial Planning investment in Jp Morgan Exchange Traded Fd fund

Tip: Access up to 7 years of quarterly data

All positions including Jp Morgan Exchange Traded Fd fund held by Defined Financial 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 Jp Morgan Exchange Traded Fd fund by Defined Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 156k 48.05
2025-06-30 $7.2M 162k 44.57
2025-03-31 $5.8M 141k 41.40
2024-12-31 $2.0M 47k 43.20

More positions owned by Defined Financial Planning

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Wisdomtree Tr Em Ex St-owned (XSOE)
Wisdomtree Tr Us Midcap Divid (DON)
Wisdomtree Tr Us Multifactor (USMF)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Defined Financial Planning

Top funds holding Jp Morgan Exchange Traded Fd fund

Cobblestone Capital Advisors
Streettalk Advisors
LPL Financial
CWM
HPM Partners
Jpmorgan Chase & Co
Mainsail Financial Group
Thrivent Financial for Lutherans
Apeiron RIA
Advisor Group Holdings
Cetera Investment Advisers
Columbia Advisory Partners
Defined Financial Planning
CLS Investments
Atria Investments

View all funds holding Jp Morgan Exchange Traded Fd fund