J P Morgan Exchange Traded F shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 31k | 66.43 |
| 2025-09-30 | $16k | 240 | 65.00 |
| 2025-06-30 | $25k | 400 | 62.58 |
| 2025-03-31 | $24k | 400 | 59.68 |
| 2024-12-31 | $56k | 896 | 62.04 |
| 2024-09-30 | $9.8M | 160k | 61.14 |
| 2024-06-30 | $7.3M | 124k | 58.56 |
| 2024-03-31 | $5.0M | 89k | 55.97 |
| 2023-12-31 | $4.1M | 78k | 52.88 |
More positions owned by Cary Street Partner Investment Advisory
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