Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Orrstown Financial Services »

J P Morgan Exchange Traded F shares owned by Orrstown Financial Services

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

Historical chart of Orrstown Financial Services 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 Orrstown Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Orrstown Financial Services

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$4.6M	82k	55.97
2023-12-31	$875k	17k	52.88

More positions owned by Orrstown Financial Services

iShares Core S&P 500 Index Fund Exchange Traded Fund (IVV)

Invesco Russell 1000 Dynamic Multifactor Exchange Traded Fund (OMFL)

JPMorgan Active Growth Exchange Traded Fund (JGRO)

Vanguard 500 Index Fund Exchange Traded Fund (VOO)

JPMorgan Hedged Equity Laddered Overlay Exchange Traded Fund (HELO)

Vanguard Small-Cap Index Fund Exchange Traded Fund (VB)

iShares Core MSCI EAFE ETF International Equity ETF (IEFA)

Microsoft Corp Common Stock (MSFT)

Vanguard Intermediate Term Bond ETF Fixed Income ETF (BIV)

Apple Common Stock (AAPL)

iShares Russell 1000 Index Fund Exchange Traded Fund (IWB)

Alphabet Common Stock (GOOGL)

NVIDIA Corp Common Stock (NVDA)

Visa Common Stock (V)

UnitedHealth Group Common Stock (UNH)

View all positions for Orrstown Financial Services

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

Patten & Patten

Orrstown Financial Services

Cary Street Partner Investment Advisory

Argent Advisors

AE Wealth Management

Fiduciary Alliance

Shore Point Advisors

Legacy Financial Group

View all funds holding J P Morgan Exchange Traded F

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z