Arbor Investment Advisors »

J P Morgan Exchange Traded F shares owned by Arbor Investment Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Arbor Investment Advisors from 13F filings

Historical chart of Arbor Investment Advisors 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 Arbor Investment Advisors 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 Arbor Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $400k 6.2k 65.00
2025-06-30 $384k 6.1k 62.58
2025-03-31 $281k 4.7k 59.69

More positions owned by Arbor Investment Advisors

iShares Russell 1000 ETF Etf (IWB)
Invesco FTSE RAFI US 1000 ETF Etf (PRF)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Treasury Floating Rate Bond ETF Etf (TFLO)
Vanguard Short-Term Bond ETF Etf (BSV)
iShares Core U.S. Aggregate Bond ETF Etf (AGG)
Invesco FTSE RAFI US 1500 Small-Mid ETF Etf (PRFZ)
iShares TIPS Bond ETF Etf (TIP)
iShares MSCI EAFE ETF Etf (EFA)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
JPMorgan Ultra-Short Income ETF Etf (JPST)
Vanguard Russell 1000 ETF Etf (VONE)
Vanguard Total Bond Market ETF Etf (BND)
Apple Stock (AAPL)
iShares Russell 2000 ETF Etf (IWM)

View all positions for Arbor Investment Advisors

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
LPL Financial
BKD Wealth Advisors
Wealth Enhancement Advisory Services
Bank of New York Mellon
Raymond James Financial
CGC Financial Services
Legacy Financial Group
HighTower Advisors
Adviser Investments
Gradient Investments
Cetera Investment Advisers
Colony
UBS Group

View all funds holding J P Morgan Exchange Traded F