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

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

Historical chart of BCGM 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 BCGM 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 BCGM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $339k 5.5k 61.14

More positions owned by BCGM Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Pacer Fds Tr Developed Mrkt (ICOW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
First Tr Exchange-traded Managd Mun Etf (FMB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Exxon Mobil Corporation (XOM)
Ishares Tr National Mun Etf (MUB)

View all positions for BCGM Wealth Management

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
Gradient Investments
CGC Financial Services
BKD Wealth Advisors
Legacy Financial Group
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Cambridge Investment Research Advisors
HighTower Advisors
Peterson Wealth Advisors
LPL Financial
UBS Group
Colony
Raymond James Financial Services Advisors

View all funds holding J P Morgan Exchange Traded F