J P Morgan Exchange Traded F shares owned by Curtis Advisory Group
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Curtis Advisory Group
from 13F filings
Historical chart of Curtis Advisory Group investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Curtis Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 145k | 65.00 |
| 2025-06-30 | $9.0M | 143k | 62.58 |
| 2025-03-31 | $8.0M | 135k | 59.68 |
| 2024-12-31 | $7.6M | 122k | 62.04 |
| 2024-09-30 | $6.8M | 112k | 61.14 |
| 2024-06-30 | $5.5M | 94k | 58.56 |
| 2024-03-31 | $2.3M | 42k | 55.97 |
| 2023-12-31 | $483k | 9.1k | 52.88 |