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J P Morgan Exchange Traded F shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 23k 61.14
2024-06-30 $761k 13k 58.56
2024-03-31 $491k 8.8k 55.97

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Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
Gradient Investments
CGC Financial Services
BKD Wealth Advisors
Legacy Financial Group
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Cambridge Investment Research Advisors
HighTower Advisors
Peterson Wealth Advisors
LPL Financial
UBS Group
Colony
Raymond James Financial Services Advisors

View all funds holding J P Morgan Exchange Traded F