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J P Morgan Exchange Traded F shares owned by Capital Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Capital Advisors from 13F filings

Historical chart of Capital Advisors investment in J P Morgan Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange Traded F by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $84k 1.5k 55.74
2023-12-31 $51k 957 53.29

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View all positions for Capital Advisors

Top funds holding J P Morgan Exchange Traded F

Gradient Investments
CGC Financial Services
Peterson Wealth Advisors
Cambridge Investment Research Advisors
Central Trust & Investment
Sugarloaf Wealth Management
Aspire Capital Advisors
Jane Street
Cary Street Partner Investment Advisory
HighTower Advisors
Patten & Patten
TCG Advisory Services
Orrstown Financial Services
Orion Portfolio Solutions
Pine Valley Investments Ltd Liability

View all funds holding J P Morgan Exchange Traded F