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J P Morgan Exchange Traded F shares owned by Fiduciary Alliance

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

Historical chart of Fiduciary Alliance investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by Fiduciary Alliance 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 Fiduciary Alliance

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 42k 55.88
2023-12-31 $1.5M 28k 52.88

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View all positions for Fiduciary Alliance

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
Cary Street Partner Investment Advisory
Patten & Patten
Orrstown Financial Services
AE Wealth Management
Janney Montgomery Scott
Philip James Wealth Mangement
Commonwealth Equity Services
Fiduciary Alliance

View all funds holding J P Morgan Exchange Traded F