J P Morgan Exchange Traded F shares owned by Grant Private Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Grant Private Wealth Management
from 13F filings
Historical chart of Grant Private Wealth Management investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Grant Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 37k | 65.00 |
| 2025-03-31 | $2.2M | 37k | 59.68 |
| 2024-12-31 | $1.5M | 25k | 62.04 |
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