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J P Morgan Exchange Traded F shares owned by Parker Financial

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

Historical chart of Parker Financial investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by Parker 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 Parker Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $465k 7.6k 61.14

More positions owned by Parker Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Parker 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