Daymark Wealth Partners »

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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Daymark Wealth Partners 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 Daymark Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 188k 61.14
2024-03-31 $9.1M 163k 55.97
2023-12-31 $2.0M 39k 52.88