J P Morgan Exchange Traded F shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management 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 Marks Group Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange Traded F by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $399k | 6.0k | 66.43 |
| 2025-09-30 | $380k | 5.8k | 65.00 |
| 2025-06-30 | $365k | 5.8k | 62.58 |
More positions owned by Marks Group Wealth Management
View all positions for Marks Group Wealth Management