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J P Morgan Exchange Traded F shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors 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 Fortis Group Advisors 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 Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $717k 11k 65.60
2025-06-30 $750k 12k 63.32
2025-03-31 $677k 11k 59.68

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Portfolio MF Closed and MF Open (SPLG)
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Apple Common Stock (AAPL)
Spdr Gold Common Stock (GLD)
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Spdr Series Trust Bloomberg 3-12 M (BILS)
Ishares 20 MF Closed and MF Open (TLT)
Ishares Russell MF Closed and MF Open (IWO)
Amazon Common Stock (AMZN)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Common Stock (GOOGL)

View all positions for Fortis Group Advisors

Top funds holding J P Morgan Exchange Traded F

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

View all funds holding J P Morgan Exchange Traded F