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J P Morgan Exchange Traded F shares owned by Oakworth Capital

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

Historical chart of Oakworth Capital 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 Oakworth Capital 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 Oakworth Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $237k 3.6k 66.43
2025-09-30 $325k 5.0k 65.00
2025-06-30 $313k 5.0k 62.58
2025-03-31 $378k 6.3k 59.68

More positions owned by Oakworth Capital

Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Ishares 0-1 Year Treasury Bond Mutual Fund/cor (SHV)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Jp Morgan Chase & Co Common Stock (JPM)
Alphabet Inc Sr Common Stock (GOOG)
Spdr Gold Shares Mutual Fund/sto (GLD)
Walmart Common Stock (WMT)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Apple Common Stock (AAPL)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

Top funds holding J P Morgan Exchange Traded F

LPL Financial
BKD Wealth Advisors
Bank of New York Mellon
Wealth Enhancement Advisory Services
Advisor Group Holdings
Envestnet Asset Management
Raymond James Financial
CGC Financial Services
Legacy Financial Group
HighTower Advisors
Cetera Investment Advisers
UBS Group
Adviser Investments
Colony
Ameriprise Financial

View all funds holding J P Morgan Exchange Traded F