J P Morgan Exchange Traded F shares owned by Breakwater Capital Group
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Breakwater Capital Group
from 13F filings
Historical chart of Breakwater Capital Group investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Breakwater Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $932k | 14k | 65.00 |
| 2025-06-30 | $790k | 13k | 62.58 |
| 2025-03-31 | $1.0M | 17k | 59.68 |
| 2024-12-31 | $815k | 13k | 62.04 |
| 2024-09-30 | $637k | 10k | 61.14 |
| 2024-06-30 | $570k | 9.7k | 58.56 |
| 2024-03-31 | $491k | 8.8k | 55.97 |
| 2023-12-31 | $416k | 7.8k | 53.53 |