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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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 89k 55.97
2023-12-31 $4.1M 78k 52.88