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J P Morgan Exchange Traded F shares owned by Pennsylvania Capital Management

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

Historical chart of Pennsylvania Capital Management 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 Pennsylvania Capital Management 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 Pennsylvania Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $261k 4.0k 65.00
2025-06-30 $629k 10k 62.58
2025-03-31 $626k 11k 59.68
2024-12-31 $5.9M 95k 62.04
2024-09-30 $1.4M 23k 61.14
2024-06-30 $480k 8.2k 58.56
2024-03-31 $272k 4.9k 55.97