J P Morgan Exchange Traded F shares owned by Consolidated Planning Corp
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Consolidated Planning Corp
from 13F filings
Historical chart of Consolidated Planning Corp investment in J P Morgan Exchange Traded F
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All positions including J P Morgan Exchange Traded F held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in J P Morgan Exchange Traded F by Consolidated Planning Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 324k | 65.00 |
| 2025-06-30 | $19M | 306k | 62.58 |
| 2025-03-31 | $28M | 471k | 59.68 |
| 2024-12-31 | $28M | 448k | 62.04 |
| 2024-09-30 | $26M | 420k | 61.14 |
| 2024-06-30 | $23M | 386k | 58.56 |
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