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J P Morgan Exchange Traded F shares owned by Paul Damon & Associates

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

Historical chart of Paul Damon & Associates 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 Paul Damon & Associates 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 Paul Damon & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 16k 65.00
2025-06-30 $896k 14k 62.58

More positions owned by Paul Damon & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Apple (AAPL)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Paul Damon & Associates

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
LPL Financial
BKD Wealth Advisors
Wealth Enhancement Advisory Services
Bank of New York Mellon
Raymond James Financial
CGC Financial Services
Legacy Financial Group
HighTower Advisors
Adviser Investments
Gradient Investments
Cetera Investment Advisers
Colony
UBS Group

View all funds holding J P Morgan Exchange Traded F