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J P Morgan Exchange Traded F shares owned by Echo Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Echo Wealth Management from 13F filings

Historical chart of Echo Wealth Management 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 Echo Wealth Management 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 Echo Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 37k 55.97
2023-12-31 $1.9M 36k 52.90

More positions owned by Echo Wealth Management

J P Morgan Exchange Traded F Income Etf (JPIE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
First Tr Exchange-traded Ft Vest Ris (RDVI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Bd Index Fds Intermed Term (BIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
General Mills (GIS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Echo Wealth Management

Top funds holding J P Morgan Exchange Traded F

Gradient Investments
CGC Financial Services
Peterson Wealth Advisors
Cambridge Investment Research Advisors
Central Trust & Investment
Sugarloaf Wealth Management
Jane Street
Patten & Patten
Orrstown Financial Services
Cary Street Partner Investment Advisory
Argent Advisors
AE Wealth Management
Fiduciary Alliance
Shore Point Advisors
Legacy Financial Group

View all funds holding J P Morgan Exchange Traded F