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J P Morgan Exchange Traded F shares owned by Larch Capital Partners

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

Historical chart of Larch Capital 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 Larch Capital Partners 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 Larch Capital Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8M 42k 66.44

More positions owned by Larch Capital Partners

Nu Hldgs Ord Shs Cl A (NU)
Vale S A Sponsored Ads (VALE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Acwi Etf (ACWI)
Banco Bradesco S A Sp Adr Pfd New (BBD)
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)
Ishares Msci Emrg Chn (EMXC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Euro (IEUR)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Msci Japan Etf (EWJ)
Ishares Tr Global Tech Etf (IXN)

View all positions for Larch Capital Partners

Top funds holding J P Morgan Exchange Traded F

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

View all funds holding J P Morgan Exchange Traded F