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J P Morgan Exchange Traded F shares owned by Bright Futures Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Bright Futures Wealth Management from 13F filings

Historical chart of Bright Futures Wealth Management 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 Bright Futures Wealth Management 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 Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 37k 65.00
2025-03-31 $2.7M 48k 57.68
2024-12-31 $3.2M 51k 63.01

More positions owned by Bright Futures Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Pacer Fds Tr Us Small Cap Cas (CALF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Series Trust S&p Regl Bkg (KRE)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Blackstone Mtg Tr Com Cl A (BXMT)
Innovator Etfs Trust Intl Developed (IAUG)
Apple (AAPL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Broadcom (AVGO)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)
NVIDIA Corporation (NVDA)

View all positions for Bright Futures Wealth Management

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