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J P Morgan Exchange Traded F shares owned by Martin Worley Group

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

Historical chart of Martin Worley 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 Martin Worley Group 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 Martin Worley Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $973k 16k 62.58
2025-03-31 $896k 15k 59.68
2024-12-31 $1.2M 19k 62.04

More positions owned by Martin Worley Group

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Wellington Us Minimum (VFMV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Internl Divid (SCHY)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Martin Worley Group

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
LPL Financial
BKD Wealth Advisors
Wealth Enhancement Advisory Services
Bank of New York Mellon
Raymond James Financial
CGC Financial Services
Legacy Financial Group
HighTower Advisors
Adviser Investments
Gradient Investments
Cetera Investment Advisers
Colony
UBS Group

View all funds holding J P Morgan Exchange Traded F