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J P Morgan Exchange Traded F shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management 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 Modern Wealth 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $834k 13k 65.00
2025-06-30 $813k 13k 62.58
2025-03-31 $15M 244k 59.68
2024-12-31 $15M 239k 62.04

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Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding J P Morgan Exchange Traded F

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Bank of New York Mellon
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Adviser Investments
Gradient Investments
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Colony
UBS Group

View all funds holding J P Morgan Exchange Traded F