Oak Harbor Wealth Partners »

J P Morgan Exchange Traded F shares owned by Oak Harbor Wealth Partners

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

Historical chart of Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 21k 61.14
2024-06-30 $1.1M 19k 58.56