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J P Morgan Exchange Traded F shares owned by Hicks Capital Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Hicks Capital Management from 13F filings

Historical chart of Hicks Capital 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 Hicks Capital Management 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 Hicks Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $990k 15k 65.00
2025-06-30 $926k 15k 62.58

More positions owned by Hicks Capital Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)
Fidelity Covington Trust Fidelity Fund Lr (FFLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Min Vol (USMV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Core Msci Eafe (IEFA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)

View all positions for Hicks Capital Management

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
LPL Financial
BKD Wealth Advisors
Wealth Enhancement Advisory Services
Bank of New York Mellon
Raymond James Financial
CGC Financial Services
Legacy Financial Group
HighTower Advisors
Adviser Investments
Gradient Investments
Cetera Investment Advisers
Colony
UBS Group

View all funds holding J P Morgan Exchange Traded F