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J P Morgan Exchange Traded F shares owned by Joseph Group Capital Management

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

Historical chart of Joseph Group 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 Joseph Group 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 Joseph Group Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $21M 308k 67.58

More positions owned by Joseph Group Capital Management

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)
Financial Invs Tr Corecommodity Na (CCNR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Wisdomtree Tr Glb High Div Fd (DEW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Ishares Tr Expanded Tech (IGV)
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)
Apple (AAPL)
Eaton Corp SHS (ETN)

View all positions for Joseph Group Capital Management

Top funds holding J P Morgan Exchange Traded F

LPL Financial
BKD Wealth Advisors
Envestnet Asset Management
Bank of America Corporation
Bank of New York Mellon
Advisor Group Holdings
Raymond James Financial
Cetera Investment Advisers
HighTower Advisors
Ameriprise Financial
UBS Group
Colony
Adviser Investments
Peterson Wealth Advisors
Taylor Securities Services

View all funds holding J P Morgan Exchange Traded F