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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

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Quarterly 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