Ownership history in Total Wealth Planning, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Total Wealth Planning, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JMEE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Total Wealth Planning, LLC underperformed the S&P 500 by β9.2% annually on this JMEE position. Timing score: 75% (3/4 decisions correct). Average cost basis: $59.32. Maximum drawdown during holding period: β7.4%.
β Significantly underperformed the S&P 500 by 9.2% ann.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $55.37 (2025 Q1) Β· Worst: $62.73 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Total Wealth Planning, LLC has been actively increasing its JMEE allocation β a bullish signal from insiders.
Currently 3.48% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size