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
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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 |
|---|---|---|---|
| 2025-09-30 | $3.1M | 48k | 65.00 |
| 2025-06-30 | $3.5M | 57k | 62.58 |
| 2025-03-31 | $3.1M | 52k | 59.68 |
| 2024-12-31 | $2.1M | 35k | 62.04 |
| 2024-09-30 | $1.4M | 23k | 61.14 |
| 2024-06-30 | $761k | 13k | 58.56 |
| 2024-03-31 | $491k | 8.8k | 55.97 |
More positions owned by Captrust Financial Advisors
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