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J P Morgan Exchange Traded F shares owned by Coppell Advisory Solutions

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Coppell Advisory Solutions from 13F filings

Historical chart of Coppell Advisory Solutions 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 Coppell Advisory Solutions 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 Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 55k 64.97
2025-06-30 $3.1M 50k 62.54
2025-03-31 $557k 10k 53.58
2024-12-31 $3.3M 53k 62.16
2024-09-30 $2.8M 45k 60.94
2024-06-30 $2.4M 41k 58.56

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First Tr Exchange-traded First Tr Enh New (FTSM)
Listed Fds Tr Yields For You I (YFYA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
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Ishares Tr Core Total Usd (IUSB)
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Spdr Series Trust Portfolio S&p500 (SPLG)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Coppell Advisory Solutions

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
LPL Financial
BKD Wealth Advisors
Wealth Enhancement Advisory Services
Bank of New York Mellon
Raymond James Financial
CGC Financial Services
Legacy Financial Group
HighTower Advisors
Adviser Investments
Gradient Investments
Cetera Investment Advisers
Colony
UBS Group

View all funds holding J P Morgan Exchange Traded F