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J P Morgan Exchange Traded F shares owned by Boston Family Office

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Boston Family Office from 13F filings

Historical chart of Boston Family Office 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 Boston Family Office 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 Boston Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $548k 8.4k 65.01

More positions owned by Boston Family Office

Apple (AAPL)
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Visa Inc. Class A Com Cl A (V)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
Union Pacific Corporation (UNP)
Berkshire Hathaway Inc. Class B Cl B New (BRK.B)
S&p Global (SPGI)
NVIDIA Corporation (NVDA)
Rockwell Automation (ROK)
Ecolab (ECL)
Stryker Corporation (SYK)
Palo Alto Networks (PANW)

View all positions for Boston Family Office

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