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J P Morgan Exchange Traded F shares owned by Brown Financial Advisors

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

Historical chart of Brown Financial Advisors 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 Brown Financial Advisors 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 Brown Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.9M 129k 61.14
2024-06-30 $4.5M 76k 58.56

More positions owned by Brown Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Innovator Etfs Trust Equity Def Protn (TJUL)
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)
Microsoft Corporation (MSFT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Doubleline Etf Trust Mortgage Etf (DMBS)
Amazon (AMZN)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Brown Financial Advisors

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Gradient Investments
Envestnet Asset Management
CGC Financial Services
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
LPL Financial
Peterson Wealth Advisors
Colony
Raymond James Financial Services Advisors
HighTower Advisors
Consolidated Planning Corp
BKD Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates

View all funds holding J P Morgan Exchange Traded F