J P Morgan Exchange Traded F shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $11M | 169k | 62.04 |
| 2024-09-30 | $7.3M | 119k | 61.14 |
| 2024-06-30 | $4.5M | 77k | 58.56 |
| 2024-03-31 | $2.0M | 36k | 55.97 |
| 2023-12-31 | $1.4M | 26k | 52.88 |