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

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

Historical chart of Islay 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 Islay 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 Islay Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $20k 300 66.43

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Casey's General Stores (CASY)
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View all positions for Islay Capital Management

Top funds holding J P Morgan Exchange Traded F

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

View all funds holding J P Morgan Exchange Traded F