Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Mach-1 Financial Group »

J P Morgan Exchange Traded F shares owned by Mach-1 Financial Group

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Mach-1 Financial Group from 13F filings

Historical chart of Mach-1 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 Mach-1 Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Mach-1 Financial Group

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$3.5M	57k	61.10
2024-06-30	$3.1M	53k	58.68
2024-03-31	$2.7M	48k	55.97

More positions owned by Mach-1 Financial Group

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

Wal-Mart Stores (WMT)

First Tr Exchange Traded Growth Strength (FTGS)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

First Tr Exchange-traded Risng Divd Achiv (RDVY)

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

Spdr Index Shs Fds Msci Acwi Exus (CWI)

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

First Tr Exchange-traded Intermediate Dur (FIIG)

First Tr Morningstar Divid L SHS (FDL)

First Tr Exchange-traded Rba Indl Etf (AIRR)

First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)

View all positions for Mach-1 Financial Group

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings

Gradient Investments

Envestnet Asset Management

CGC Financial Services

Cambridge Investment Research Advisors

Wealth Enhancement Advisory Services

Peterson Wealth Advisors

Raymond James Financial Services Advisors

HighTower Advisors

Consolidated Planning Corp

BKD Wealth Advisors

Jpmorgan Chase & Co

Raymond James & Associates

View all funds holding J P Morgan Exchange Traded F

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z