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
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange Traded F by Milestone Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $252k | 3.9k | 65.00 |
| 2025-06-30 | $6.0M | 96k | 62.58 |
| 2025-03-31 | $5.9M | 98k | 59.68 |
| 2024-12-31 | $5.8M | 94k | 62.04 |
| 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
View all positions for Milestone Investment Advisors