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J P Morgan Exchange Traded F shares owned by Ohe Financial

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

Historical chart of Ohe Financial 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 Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 20k 61.14
2024-06-30 $752k 13k 58.56

More positions owned by Ohe Financial

Vanguard Growth Index Fund Etf (VUG)
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Ohe Financial

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