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 |
---|---|---|---|
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 |
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