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
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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 |
|---|---|---|---|
| 2025-09-30 | $4.7M | 72k | 65.00 |
| 2025-06-30 | $4.3M | 68k | 62.58 |
| 2025-03-31 | $3.7M | 63k | 59.68 |
| 2024-12-31 | $2.6M | 42k | 62.04 |
| 2024-09-30 | $1.3M | 21k | 61.14 |
| 2024-06-30 | $1.1M | 19k | 58.56 |
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