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
Tip: Access up to 7 years of quarterly data
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
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange Traded F by Axis Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $672k | 11k | 63.91 |
| 2025-12-31 | $605k | 9.1k | 66.43 |
| 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 |