Apollon Wealth Management »

J P Morgan Exchange Traded F shares owned by Apollon Wealth Management

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

Historical chart of Apollon Wealth Management 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 Apollon Wealth Management 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 Apollon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.6M 58k 62.04
2024-09-30 $1.2M 20k 61.14

More positions owned by Apollon Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Hartford Fds Exchange Traded Core Bd Etf (HCRB)

View all positions for Apollon Wealth Management

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
BKD Wealth Advisors
Jpmorgan Chase & Co
LPL Financial
Gradient Investments
Raymond James Financial
CGC Financial Services
Dynasty Wealth Management
Cetera Investment Advisers
Legacy Financial Group
Wealth Enhancement Advisory Services
HighTower Advisors
UBS Group
Peterson Wealth Advisors

View all funds holding J P Morgan Exchange Traded F