J P Morgan Exchange Traded F shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $156M | 2.4M | 65.00 |
| 2025-06-30 | $135M | 2.2M | 62.58 |
| 2025-03-31 | $113M | 1.9M | 59.68 |
| 2024-12-31 | $86M | 1.4M | 62.04 |
| 2024-09-30 | $59M | 967k | 61.14 |
| 2024-06-30 | $21M | 356k | 58.56 |