Garrett Wealth Advisory Group »

J P Morgan Exchange Traded F shares owned by Garrett Wealth Advisory Group

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

Historical chart of Garrett Wealth Advisory Group 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 Garrett Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Garrett Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $19M 292k 63.91

More positions owned by Garrett Wealth Advisory Group

Energy Transfer Com Ut Ltd Ptn (ET)
Wisdomtree Tr Us Largecap Fund (EPS)
Spdr Series Trust State Street Spd (SPYG)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPSM)
Capital Group New Geography SHS (CGNG)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Apple (AAPL)
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Series Trust State Street Spd (QUS)

View all positions for Garrett Wealth Advisory Group

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
CGC Financial Services
HighTower Advisors
Ameriprise Financial
Legacy Financial Group
UBS Group
Colony
Commonwealth Equity Services

View all funds holding J P Morgan Exchange Traded F