J P Morgan Exchange Traded F shares owned by Mountain Capital Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Mountain Capital Investment Advisors
from 13F filings
Historical chart of Mountain Capital Investment Advisors investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Mountain Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $700k | 11k | 65.08 |
| 2025-06-30 | $437k | 7.0k | 62.56 |
| 2025-03-31 | $411k | 7.0k | 58.82 |
| 2024-12-31 | $304k | 4.8k | 62.70 |
| 2024-09-30 | $230k | 3.7k | 62.90 |
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