Annapolis Financial Services »

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

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

Historical chart of Annapolis 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 Annapolis Financial Services 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 Annapolis Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $36k 595 61.11
2024-06-30 $35k 595 58.53

More positions owned by Annapolis Financial Services

American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard World Mega Cap Val Etf (MGV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Global Core Plus (DFGP)

View all positions for Annapolis Financial Services

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Gradient Investments
Envestnet Asset Management
CGC Financial Services
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
LPL Financial
Peterson Wealth Advisors
Colony
Raymond James Financial Services Advisors
HighTower Advisors
Consolidated Planning Corp
BKD Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates

View all funds holding J P Morgan Exchange Traded F