J P Morgan Exchange Traded F shares owned by Golden State Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Golden State Wealth Management
from 13F filings
Historical chart of Golden State 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 Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange Traded F by Golden State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $508k | 7.8k | 65.00 |
| 2025-06-30 | $481k | 7.7k | 62.59 |
| 2025-03-31 | $424k | 7.1k | 59.68 |
| 2024-12-31 | $112k | 1.8k | 62.04 |
More positions owned by Golden State Wealth Management
View all positions for Golden State Wealth Management