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J P Morgan Exchange Traded F shares owned by Palumbo Wealth Management

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

Historical chart of Palumbo Wealth Management 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 Palumbo Wealth Management 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 Palumbo Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.3M 84k 62.58
2025-03-31 $4.6M 77k 59.68
2024-12-31 $3.5M 56k 62.04

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NVIDIA Corporation (NVDA)
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Alphabet Cap Stk Cl A (GOOGL)
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Visa Com Cl A (V)
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View all positions for Palumbo Wealth Management

Top funds holding J P Morgan Exchange Traded F

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Envestnet Asset Management
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Legacy Financial Group
HighTower Advisors
Adviser Investments
Gradient Investments
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Colony
UBS Group

View all funds holding J P Morgan Exchange Traded F