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J P Morgan Exchange Traded F shares owned by Genesis Wealth Advisors

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

Historical chart of Genesis Wealth 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 Genesis Wealth 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 Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $245k 3.9k 62.04

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View all positions for Genesis Wealth Advisors

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
BKD Wealth Advisors
Jpmorgan Chase & Co
LPL Financial
Raymond James Financial
CGC Financial Services
Wealth Enhancement Advisory Services
Dynasty Wealth Management
Cetera Investment Advisers
Legacy Financial Group
Gradient Investments
HighTower Advisors
UBS Group
Peterson Wealth Advisors

View all funds holding J P Morgan Exchange Traded F