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J P Morgan Exchange Traded F shares owned by Curtis Advisory Group

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

Historical chart of Curtis Advisory Group 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 Curtis Advisory Group 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 Curtis Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 42k 55.97
2023-12-31 $483k 9.1k 52.88

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J P Morgan Exchange Traded F Equity Premium (JEPI)
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View all positions for Curtis Advisory Group

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