J P Morgan Exchange Traded F shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in J P Morgan Exchange Traded F
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All positions including J P Morgan Exchange Traded F held by Cyndeo Wealth Partners 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 Cyndeo Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $4.3M | 70k | 62.04 |
2024-09-30 | $4.1M | 67k | 61.14 |