JPLD — J P MORGAN EXCHANGE TRADED F

Ownership history in Essential Planning, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Essential Planning, LLC. reported a position in J P MORGAN EXCHANGE TRADED F (JPLD). 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.

Peak position
2.7% (2025 Q4)
Avg. % of fund
1.14%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 161,716 +64,756 +66.8% 2.70% $8.5M $51.99
2025 Q3 ADDED 96,960 +43,870 +82.6% 1.75% $5.1M $51.38
2025 Q2 ADDED 53,090 +14,660 +38.1% 1.03% $2.8M $50.63
2025 Q1 REDUCED 38,430 -831,019 -95.6% 0.81% $2.0M $49.85
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPLD price (monthly, adj. close)

Other funds also holding JPLD

As of 2025 Q4 — sorted by position size

Schiavi & Co LLC 3Y 13.56% FMA Wealth Management, LLC 8.01% OakTrust Wealth Advisors, LLC 5.9% MBM WEALTH CONSULTANTS, LLC 3Y 7Y 3.79% Wealth Advisors of Tampa Bay, LLC 3Y 7Y 2.11% DRIVE WEALTH MANAGEMENT, LLC 3Y 1.68% Members Advisory Group LLC 3Y 1.39% Grey Ledge Advisors, LLC 3Y 7Y 1.37% TD Capital Management LLC 3Y 7Y 1.17% Boulder Wealth Advisors, LLC 0.8%
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