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J P Morgan Exchange Traded F shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.0M 64k 62.58
2025-03-31 $3.9M 66k 59.68
2024-12-31 $2.7M 44k 62.04
2024-09-30 $344k 5.6k 61.14
2024-03-31 $214k 3.8k 55.97