InterOcean Capital Group »

J P Morgan Exchange Traded F shares owned by InterOcean Capital Group

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

Historical chart of InterOcean Capital 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 InterOcean Capital Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 26k 52.88

More positions owned by InterOcean Capital Group

Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Technology Select Sector Spdr Fund Etf (XLK)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Health Care Select Sector Spdr Fund Etf (XLV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Walmart Stock (WMT)
S&p Global Stock (SPGI)
Nvidia Corporation Stock (NVDA)
Caterpillar Stock (CAT)
Mastercard Incorporated Cl A Stock (MA)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for InterOcean Capital 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
Jane Street
Cary Street Partner Investment Advisory
HighTower Advisors
Patten & Patten
Orrstown Financial Services
Orion Portfolio Solutions
Pine Valley Investments Ltd Liability
AE Wealth Management
Janney Montgomery Scott

View all funds holding J P Morgan Exchange Traded F