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J P Morgan Exchange Traded F shares owned by Axis Wealth Partners

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

Historical chart of Axis Wealth Partners investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by Axis Wealth Partners 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 Axis Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $550k 8.5k 65.00
2025-06-30 $468k 7.5k 62.58
2025-03-31 $373k 6.2k 59.68
2024-12-31 $348k 5.6k 62.04

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View all positions for Axis Wealth Partners

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