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J P Morgan Exchange Traded F shares owned by Beto Financial Group

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

Historical chart of Beto Financial Group 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 Beto Financial Group 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 Beto Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.8M 71k 67.19

More positions owned by Beto Financial Group

Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p Mcp Etf (IJH)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr U.s. Real Es Etf (IYR)
Ishares Core Msci Emkt (IEMG)
First Tr Exchange Traded Tech Alphadex (FXL)

View all positions for Beto Financial Group

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
LPL Financial
BKD Wealth Advisors
Bank of New York Mellon
Wealth Enhancement Advisory Services
Raymond James Financial
CGC Financial Services
Legacy Financial Group
HighTower Advisors
UBS Group
Adviser Investments
Cetera Investment Advisers
Colony
Peterson Wealth Advisors

View all funds holding J P Morgan Exchange Traded F