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

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

Historical chart of Avaii 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 Avaii Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange Traded F by Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1M 140k 65.00
2025-06-30 $8.7M 139k 62.58
2025-03-31 $9.9M 166k 59.68

More positions owned by Avaii Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)
First Tr Exchange Traded Nasd Tech Div (TDIV)
NVIDIA Corporation (NVDA)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Fidelity Wise Origin Bitcoin SHS (FBTC)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr Ishares Semicdtr (SOXX)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Chevron Corporation (CVX)
Eaton Corp SHS (ETN)

View all positions for Avaii Wealth Management

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