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J P Morgan Exchange Traded F shares owned by Birchwood Financial Partners

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

Historical chart of Birchwood Financial 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 Birchwood Financial Partners 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 Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $613k 9.2k 66.43

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View all positions for Birchwood Financial Partners

Top funds holding J P Morgan Exchange Traded F

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

View all funds holding J P Morgan Exchange Traded F