Insight 2811 »

J P Morgan Exchange Traded F shares owned by Insight 2811

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Insight 2811 from 13F filings

Historical chart of Insight 2811 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 Insight 2811 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 Insight 2811

Quarter filed Position value Share count Share price at filing
2024-12-31 $507k 8.2k 62.04

More positions owned by Insight 2811

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Apple (AAPL)

View all positions for Insight 2811

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
Wealth Enhancement Advisory Services
Dynasty Wealth Management
Cetera Investment Advisers
Legacy Financial Group
HighTower Advisors
UBS Group
Peterson Wealth Advisors

View all funds holding J P Morgan Exchange Traded F