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J P Morgan Exchange Traded F shares owned by Milestone Asset Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by Milestone Asset Management 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 Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 27k 65.00
2025-06-30 $1.2M 19k 62.58
2025-03-31 $2.8M 46k 59.68

More positions owned by Milestone Asset Management

Spdr Series Trust Bloomberg Invt (FLRN)
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr TRS FLT RT BD (TFLO)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)

View all positions for Milestone Asset Management

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