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Milestone Investment Advisors »

J P Morgan Exchange Traded F shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment 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 Milestone Investment 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 Milestone Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$4.6M	75k	61.14
2024-06-30	$3.8M	66k	58.56
2024-03-31	$221k	3.9k	55.97

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

Vanguard Index Fds Growth Etf (VUG)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

Fidelity Covington Trust High Divid Etf (FDVV)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Schwab Strategic Tr Us Mid-cap Etf (SCHM)

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Whitehall Fds High Div Yld (VYM)

Ishares Tr Esg Awre 1 5 Yr (SUSB)

Wisdomtree Tr Floatng Rat Trea (USFR)

Schwab Strategic Tr Fundamental Us L (FNDX)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Milestone Investment Advisors

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Consolidated Planning Corp

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Jpmorgan Chase & Co

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View all funds holding J P Morgan Exchange Traded F

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