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J P Morgan Exchange Traded F shares owned by Ellis Investment Partners

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Ellis Investment Partners from 13F filings

Historical chart of Ellis Investment 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 Ellis Investment 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 Ellis Investment Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 3.2k 66.44

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Vanguard Index Fds Growth Etf (VUG)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Sp Smcp600vl Etf (IJS)
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Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Core S&p Mcp Etf (IJH)
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Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Ellis Investment Partners

Top funds holding J P Morgan Exchange Traded F

LPL Financial
BKD Wealth Advisors
Bank of New York Mellon
Wealth Enhancement Advisory Services
Advisor Group Holdings
Envestnet Asset Management
Raymond James Financial
CGC Financial Services
Legacy Financial Group
HighTower Advisors
Cetera Investment Advisers
UBS Group
Adviser Investments
Colony
Commonwealth Equity Services

View all funds holding J P Morgan Exchange Traded F