J P Morgan Exchange Traded F shares owned by HTG Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by HTG Investment Advisors
from 13F filings
Historical chart of HTG Investment Advisors 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 HTG Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange Traded F by HTG Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 249k | 65.00 |
| 2025-06-30 | $15M | 243k | 62.58 |
| 2025-03-31 | $13M | 222k | 59.68 |
| 2024-12-31 | $931k | 15k | 62.04 |