J P Morgan Exchange Traded F shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $219k | 3.4k | 65.06 |
| 2025-03-31 | $274k | 4.6k | 59.70 |
| 2024-12-31 | $289k | 4.6k | 63.42 |
| 2024-09-30 | $277k | 4.5k | 60.97 |
| 2024-06-30 | $259k | 4.4k | 58.55 |
| 2024-03-31 | $241k | 4.4k | 54.84 |
| 2023-12-31 | $223k | 4.2k | 52.58 |
More positions owned by Castle Rock Wealth Management
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