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J P Morgan Exchange Traded F shares owned by Campbell Deegan Wealth Management

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

Historical chart of Campbell Deegan Wealth Management investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by Campbell Deegan 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 Campbell Deegan Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 231k 65.00
2025-06-30 $12M 191k 62.58
2025-03-31 $6.7M 112k 59.68
2024-12-31 $4.1M 66k 62.04

More positions owned by Campbell Deegan Wealth Management

Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Fidelity Covington Trust Low Volity Etf (FDLO)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Philip Morris International (PM)
Alphabet Cap Stk Cl A (GOOGL)
Atlantic Union B (AUB)
Intercontinental Exchange (ICE)
Exxon Mobil Corporation (XOM)

View all positions for Campbell Deegan 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