MN Wealth Advisors »

J P Morgan Exchange Traded F shares owned by MN Wealth Advisors

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

Historical chart of MN Wealth 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 MN Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by MN Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $804k 13k 61.14
2024-06-30 $654k 11k 58.56
2024-03-31 $410k 7.3k 55.97

More positions owned by MN Wealth Advisors

Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)
Jpmorgan Chase & Co Stock (JPM)
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO)
Jpmorgan Active Value Etf Etf (JAVA)
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)
Jpmorgan Active Growth Etf Etf (JGRO)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan Activebuilders Emerging Markets Equity Etf Etf (JEMA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Avantis U.s. Equity Etf Etf (AVUS)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Jpmorgan Income Etf Etf (JPIE)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Apple Stock (AAPL)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for MN Wealth Advisors

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Gradient Investments
Envestnet Asset Management
CGC Financial Services
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
LPL Financial
Peterson Wealth Advisors
Colony
Raymond James Financial Services Advisors
HighTower Advisors
Consolidated Planning Corp
BKD Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates

View all funds holding J P Morgan Exchange Traded F