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
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Quarterly reported holdings in J P Morgan Exchange Traded F by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 32k | 65.00 |
| 2025-06-30 | $2.0M | 31k | 62.58 |
| 2025-03-31 | $2.0M | 34k | 59.68 |
| 2024-12-31 | $2.1M | 34k | 62.04 |
| 2024-09-30 | $396k | 6.5k | 61.14 |