JPIB — J P MORGAN EXCHANGE TRADED F

Ownership history in Advisory Services Network, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JPIB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 398 -1,129 -73.9% 0.00% $20K $47.83
2023 Q1 INITIATED 1,527 — — 0.00% $72K $41.13
% of Fund (quarterly)    JPIB price (monthly, adj. close)

Other funds also holding JPIB

As of 2025 Q4 — sorted by position size

Midwest Financial Partners Investments, Inc. 11.56% Rice Partnership, LLC 3Y 7Y 9.4% FSM Wealth Advisors, LLC 3Y 6.11% ForthRight Wealth Management, LLC 3Y 5.39% McCarthy & Cox 4.79% Peak Financial Management, Inc. 3Y 7Y 3.92% Treasure Coast Financial Planning 3Y 3.33% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 3.19% Avantax Planning Partners, Inc. 3Y 7Y 3.17% Goldstone Financial Group, LLC 2.93%
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