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
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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 |
|---|---|---|---|
| 2025-06-30 | $61M | 976k | 62.58 |
| 2025-03-31 | $55M | 916k | 59.68 |
| 2024-12-31 | $56B | 896k | 62040.02 |
| 2024-09-30 | $5.1M | 83k | 61.14 |
| 2024-06-30 | $3.2M | 55k | 58.56 |
| 2024-03-31 | $2.3M | 40k | 55.97 |