J P Morgan Exchange Traded F shares owned by Penney Financial
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Penney Financial
from 13F filings
Historical chart of Penney Financial 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 Penney Financial 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 Penney Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 61k | 65.00 |
| 2025-06-30 | $3.6M | 57k | 62.58 |
| 2025-03-31 | $3.6M | 61k | 59.68 |
| 2024-12-31 | $3.6M | 58k | 62.04 |
| 2023-12-31 | $1.1M | 20k | 52.88 |