IAG Wealth Partners »

J P Morgan Exchange Traded F shares owned by IAG Wealth Partners

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by IAG Wealth Partners from 13F filings

Historical chart of IAG Wealth Partners 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 IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.1M 34k 62.04
2024-09-30 $396k 6.5k 61.14

More positions owned by IAG Wealth Partners

Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPDW)
Wisdomtree U S MF Closed and MF Open (DLN)
Goldman Sachs MF Closed and MF Open (GSLC)
New York Life MF Closed and MF Open (MMIT)
Wisdomtree U S MF Closed and MF Open (DON)
Ishares Core MF Closed and MF Open (IVV)
Goldman Sachs MF Closed and MF Open (GSIE)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco Large MF Closed and MF Open (PWV)
Jp Morgan MF Closed and MF Open (JBND)
Jp Morgan MF Closed and MF Open (JMUB)
Vaneck Natural MF Closed and MF Open (HAP)
Hartford Schroders MF Closed and MF Open (HTAB)
Pgim Ultra MF Closed and MF Open (PULS)

View all positions for IAG Wealth Partners

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
BKD Wealth Advisors
Jpmorgan Chase & Co
LPL Financial
Gradient Investments
Raymond James Financial
CGC Financial Services
Dynasty Wealth Management
Cetera Investment Advisers
Legacy Financial Group
Wealth Enhancement Advisory Services
HighTower Advisors
UBS Group
Peterson Wealth Advisors

View all funds holding J P Morgan Exchange Traded F