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
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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 |
|---|---|---|---|
| 2025-09-30 | $3.6M | 56k | 65.00 |
| 2025-06-30 | $3.5M | 56k | 62.58 |
| 2025-03-31 | $3.4M | 58k | 59.68 |
| 2024-12-31 | $5.9M | 95k | 62.04 |
| 2024-09-30 | $7.9M | 129k | 61.14 |
| 2024-06-30 | $4.5M | 76k | 58.56 |