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J P Morgan Exchange Traded F shares owned by Baker Tilly Financial

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Baker Tilly Financial from 13F filings

Historical chart of Baker Tilly Financial investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by Baker Tilly Financial 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 Baker Tilly Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 16k 65.00
2025-06-30 $780k 13k 62.58
2025-03-31 $409k 6.9k 59.68

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Putnam Etf Trust Focused Lar Cap (PVAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Ttl Stk (ITOT)
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World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Baker Tilly Financial

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