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J P Morgan Exchange Traded F shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors 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 Marshall & Sterling Wealth Advisors 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 Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.6M 57k 63.91

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding J P Morgan Exchange Traded F

LPL Financial
BKD Wealth Advisors
Envestnet Asset Management
Bank of America Corporation
Bank of New York Mellon
Advisor Group Holdings
Raymond James Financial
Cetera Investment Advisers
CGC Financial Services
HighTower Advisors
Ameriprise Financial
Legacy Financial Group
UBS Group
Colony
Commonwealth Equity Services

View all funds holding J P Morgan Exchange Traded F