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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
2025-09-30 $423k 6.5k 65.00
2025-06-30 $389k 6.2k 62.58
2025-03-31 $364k 6.1k 59.68
2024-12-31 $361k 5.8k 62.04
2024-09-30 $339k 5.5k 61.14

More positions owned by BCGM Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Vanguard World Mega Cap Index (MGC)
Sibanye Stillwater Sponsored Adr (SBSW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for BCGM 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