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
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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
Download as csvQuarterly 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 |
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