J P Morgan Exchange Traded F shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 116k | 65.00 |
| 2025-06-30 | $7.1M | 113k | 62.58 |
| 2025-03-31 | $10M | 171k | 59.68 |
| 2024-12-31 | $10M | 161k | 62.04 |
| 2024-09-30 | $10M | 168k | 61.14 |