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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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Mountain Capital 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 Mountain Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 3.7k 62.90

More positions owned by Mountain Capital Investment Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tesla Motors (TSLA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Visa Com Cl A (V)
Microsoft Corporation (MSFT)

View all positions for Mountain Capital Investment 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