Frank. Day »

J P Morgan Exchange Traded F shares owned by Frank. Day

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

Historical chart of Frank. Day investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by Frank. Day 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 Frank. Day

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 16k 67.49
2025-12-31 $794k 12k 66.47

More positions owned by Frank. Day

Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
National HealthCare Corporation (NHC)
Ishares Tr Core S&p500 Etf (IVV)
National Health Investors (NHI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Frank. Day

Top funds holding J P Morgan Exchange Traded F

LPL Financial
BKD Wealth Advisors
Envestnet Asset Management
Bank of America Corporation
Bank of New York Mellon
Advisor Group Holdings
Raymond James Financial
Cetera Investment Advisers
HighTower Advisors
Ameriprise Financial
Legacy Financial Group
UBS Group
Colony
Commonwealth Equity Services
Adviser Investments

View all funds holding J P Morgan Exchange Traded F