J P Morgan Exchange Traded F shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment 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 Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in J P Morgan Exchange Traded F by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 50k | 65.00 |
| 2025-06-30 | $2.9M | 47k | 62.58 |
| 2025-03-31 | $2.4M | 40k | 59.68 |
| 2024-12-31 | $1.7M | 28k | 62.04 |
| 2024-09-30 | $1.4M | 23k | 61.14 |
| 2024-06-30 | $203k | 3.5k | 58.56 |
| 2024-03-31 | $220k | 3.9k | 55.97 |
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