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J P Morgan Exchange Traded F shares owned by Mayfair Advisory Group

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

Historical chart of Mayfair Advisory Group investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by Mayfair Advisory 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 Mayfair Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 28k 65.00
2025-06-30 $1.7M 27k 63.47
2025-03-31 $1.4M 23k 59.68
2024-12-31 $1.1M 18k 62.04

More positions owned by Mayfair Advisory Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Fidelity Covington Trust Enhanced Small (FESM)
Fidelity Covington Trust Enhanced Mid (FMDE)
Vanguard World Mega Cap Val Etf (MGV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Mayfair Advisory 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