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Confluence Wealth Services »

J P Morgan Exchange Traded F shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$251k	3.9k	65.00

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Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional International Value Etf Internatnal Val (DFIV)

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Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

Microsoft Corporation (MSFT)

View all positions for Confluence Wealth Services

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