Investment Planning Advisors, Inc.
Position in JPEF — JPMorgan Equity Focus ETF
CIK 2024049
CUMMING, GA
All Filings in JPEF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JPEF | $4,708,797 | 65,573 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 JPEF | $4,759,354 | 63,724 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 JPEF | $4,545,495 | 61,351 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 JPEF | $33,812,530 | 482,072 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 JPEF | $28,377,590 | 445,768 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 JPEF | $17,835,690 | 265,768 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 JPEF | $10,484,865 | 160,001 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 JPEF | $9,977,662 | 160,001 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||