J P Morgan Exchange Traded F shares owned by Daymark Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Daymark Wealth Partners
from 13F filings
Historical chart of Daymark Wealth Partners investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Daymark Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 154k | 65.00 |
| 2025-06-30 | $9.3M | 149k | 62.58 |
| 2025-03-31 | $8.8M | 147k | 59.68 |
| 2024-12-31 | $9.5M | 153k | 62.04 |
| 2024-09-30 | $12M | 188k | 61.14 |
| 2024-03-31 | $9.1M | 163k | 55.97 |
| 2023-12-31 | $2.0M | 39k | 52.88 |