Crewe Advisors »

J P Morgan Exchange Traded F shares owned by Crewe Advisors

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

Historical chart of Crewe Advisors 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 Crewe Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Crewe Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 29k 58.56

More positions owned by Crewe Advisors

Ensign (ENSG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard World Esg Us Stk Etf (ESGV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pennant Group (PNTG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Inf Tech Etf (VGT)

View all positions for Crewe Advisors

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Gradient Investments
Envestnet Asset Management
CGC Financial Services
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
LPL Financial
Peterson Wealth Advisors
Colony
Raymond James Financial Services Advisors
HighTower Advisors
Consolidated Planning Corp
BKD Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates

View all funds holding J P Morgan Exchange Traded F