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J P Morgan Exchange Traded F shares owned by Legacy Financial Group

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

Historical chart of Legacy Financial Group 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 Legacy Financial Group 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 Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 83k 61.14
2024-06-30 $3.2M 55k 58.56
2024-03-31 $2.3M 40k 55.97

More positions owned by Legacy Financial Group

Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Blackrock Etf Trust Ii Flexible Income (BINC)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Legacy Financial Group

Top funds holding J P Morgan Exchange Traded F

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View all funds holding J P Morgan Exchange Traded F