PLANNING ALTERNATIVES LTD /ADV

Position in JPUS — JPMorgan Diversified Return U.S. Equity ETF

CIK 712011 BIRMINGHAM, MI

All Filings in JPUS

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 JPUS	$1,109,779	8,523	-29.4%	Shares	Sole	2026-05-07
2025-12-31 JPUS	$1,497,143	12,079	-19.5%	Shares	Sole	2026-02-06
2025-09-30 JPUS	$1,858,897	15,002	-30.8%	Shares	Sole	2025-11-12
2025-06-30 JPUS	$2,564,100	21,694	-90.8%	Shares	Sole	2025-08-12
2025-03-31 JPUS	$27,200,793	236,118	-55.1%	Shares	Sole	2025-05-09
2024-12-31 JPUS	$60,044,567	526,199	+1.8%	Shares	Sole	2025-02-06
2024-09-30 JPUS	$61,857,293	516,873	+0.0%	Shares	Sole	2024-11-12
2024-06-30 JPUS	$56,420,912	516,746	+0.1%	Shares	Sole	2024-07-25
2024-03-31 JPUS	$57,822,401	516,253	-0.4%	Shares	Sole	2024-04-17
2023-12-31 JPUS	$53,252,116	518,405	+0.9%	Shares	Sole	2024-01-23
2023-09-30 JPUS	$48,245,415	513,648	-0.8%	Shares	Sole	2023-10-17
2023-06-30 JPUS	$50,628,590	517,823	+0.9%	Shares	Sole	2023-07-18
2023-03-31 JPUS	$49,086,949	513,392	-3.5%	Shares	Sole	2023-05-04
2022-09-30 JPUS	$45,464,026	531,743	-0.1%	Shares	Sole	2022-10-12
2022-06-30 JPUS	$48,696,222	532,141	+0.7%	Shares	Sole	2022-07-20
2022-03-31 JPUS	$55,201,007	528,391	+0.5%	Shares	Sole	2022-04-28
2021-12-31 JPUS	$55,776,615	525,996	-0.8%	Shares	Sole	2022-01-25
2021-09-30 JPUS	$50,984,018	530,255	-0.0%	Shares	Sole	2021-11-10
2021-06-30 JPUS	$51,302,812	530,300	+5.1%	Shares	Sole	2021-07-15
2021-03-31 JPUS	—	504,712	+3.2%	Shares	Sole	2021-04-14
2020-12-31 JPUS	—	488,864	+3.3%	Shares	Sole	2021-01-29
2020-09-30 JPUS	—	473,164	+19.8%	Shares	Sole	2020-10-14
2020-06-30 JPUS	—	394,815	+8.8%	Shares	Sole	2020-07-24
2020-03-31 JPUS	—	362,761	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.