J P Morgan Exchange Traded F shares owned by Davenport & Co
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Davenport & Co
from 13F filings
Historical chart of Davenport & Co investment in J P Morgan Exchange Traded F
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All positions including J P Morgan Exchange Traded F held by Davenport & Co 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 Davenport & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 36k | 65.00 |
| 2025-06-30 | $1.8M | 29k | 62.58 |
| 2025-03-31 | $1.4M | 24k | 59.68 |
| 2024-12-31 | $1.1M | 17k | 62.04 |
| 2024-09-30 | $369k | 6.0k | 61.14 |
| 2024-06-30 | $291k | 5.0k | 58.57 |