J P Morgan Exchange Traded F shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange Traded F by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 31k | 65.00 |
| 2025-06-30 | $2.0M | 32k | 62.58 |
| 2025-03-31 | $1.5M | 25k | 59.68 |
| 2024-12-31 | $861k | 14k | 62.04 |
More positions owned by Patriot Financial Group Insurance Agency
View all positions for Patriot Financial Group Insurance Agency