Patten & Patten »

J P Morgan Exchange Traded F shares owned by Patten & Patten

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

Historical chart of Patten & Patten 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 Patten & Patten consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Patten & Patten

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.4M 84k 52.88

More positions owned by Patten & Patten

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Inc Class A cs (GOOGL)
Abbvie (ABBV)
iShares S&P Global Technology Sect. (IXN)
Westrock (WRK)
Visa (V)
ConocoPhillips (COP)
Progressive Corporation (PGR)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
J P Morgan Exchange-traded F (JEPI)
Costco Wholesale Corporation (COST)
Abbott Laboratories (ABT)
A. O. Smith Corporation (AOS)

View all positions for Patten & Patten

Top funds holding J P Morgan Exchange Traded F

Gradient Investments
CGC Financial Services
Peterson Wealth Advisors
Cambridge Investment Research Advisors
Central Trust & Investment
Sugarloaf Wealth Management
Jane Street
Patten & Patten
Orrstown Financial Services
Cary Street Partner Investment Advisory
Argent Advisors
AE Wealth Management
Philip James Wealth Mangement
Fiduciary Alliance
Shore Point Advisors

View all funds holding J P Morgan Exchange Traded F