J P Morgan Exchange Traded F shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 292k | 65.00 |
| 2025-06-30 | $17M | 270k | 62.58 |
| 2025-03-31 | $8.9M | 149k | 59.68 |
| 2024-12-31 | $2.4M | 39k | 62.04 |
| 2024-09-30 | $1.0M | 16k | 61.16 |
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