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J P Morgan Exchange Traded F shares owned by Clarity Retirement & Wealth

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Clarity Retirement & Wealth from 13F filings

Historical chart of Clarity Retirement & Wealth 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 Clarity Retirement & Wealth 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 Clarity Retirement & Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1M 49k 63.91

More positions owned by Clarity Retirement & Wealth

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Fidelity Covington Trust Enhanced Intl (FENI)
Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)
Ishares Tr Hdg Msci Eafe (HEFA)
T Rowe Price Etf Floating Rate (TFLR)
Fidelity Covington Trust Fundamental Smal (FFSM)
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Pgim Etf Tr Actv Hy Bd Etf (PHYL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Clarity Retirement & Wealth

Top funds holding J P Morgan Exchange Traded F

LPL Financial
BKD Wealth Advisors
Envestnet Asset Management
Bank of America Corporation
Bank of New York Mellon
Advisor Group Holdings
Raymond James Financial
Cetera Investment Advisers
CGC Financial Services
HighTower Advisors
Ameriprise Financial
Legacy Financial Group
UBS Group
Colony
Commonwealth Equity Services

View all funds holding J P Morgan Exchange Traded F