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J P Morgan Exchange Traded F shares owned by Gail Mannix

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

Historical chart of Gail Mannix investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by Gail Mannix 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 Gail Mannix

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 76k 65.00
2025-06-30 $3.0M 48k 62.58
2025-03-31 $600k 10k 59.68

More positions owned by Gail Mannix

Apple (AAPL)
Johnson & Johnson (JNJ)
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NVIDIA Corporation (NVDA)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Meta Platforms Cl A (META)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Gail Mannix

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