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J P Morgan Exchange Traded F shares owned by Gilpin Wealth Management

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

Historical chart of Gilpin Wealth Management 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 Gilpin Wealth Management 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 Gilpin Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $97k 1.5k 63.91

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View all positions for Gilpin Wealth Management

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