J P Morgan Exchange Traded F shares owned by Cozad Asset Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Cozad Asset Management
from 13F filings
Historical chart of Cozad Asset Management investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Cozad Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $968k | 15k | 63.91 |
| 2025-12-31 | $1.0M | 15k | 66.43 |
| 2025-09-30 | $984k | 15k | 65.00 |
| 2025-06-30 | $727k | 12k | 59.68 |
| 2025-03-31 | $727k | 12k | 59.68 |
| 2024-12-31 | $595k | 9.6k | 62.04 |