J P Morgan Exchange Traded F shares owned by Comprehensive Financial Planning
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Comprehensive Financial Planning
from 13F filings
Historical chart of Comprehensive Financial Planning investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Comprehensive Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $461k | 7.1k | 65.00 |
| 2025-06-30 | $457k | 7.3k | 62.58 |
| 2025-03-31 | $532k | 8.9k | 59.69 |
| 2024-12-31 | $269k | 4.3k | 62.04 |
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