J P Morgan Exchange Traded F shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $736k | 11k | 65.00 |
| 2025-06-30 | $553k | 8.8k | 62.58 |
| 2025-03-31 | $330k | 5.5k | 59.68 |
| 2024-12-31 | $293k | 4.7k | 62.04 |
| 2024-09-30 | $254k | 4.2k | 61.14 |
| 2024-06-30 | $218k | 3.7k | 58.56 |