J P Morgan Exchange Traded F shares owned by Per Stirling Capital Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Per Stirling Capital Management
from 13F filings
Historical chart of Per Stirling Capital Management investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Per Stirling Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.4M | 71k | 62.58 |
| 2025-03-31 | $4.2M | 70k | 59.68 |
| 2024-12-31 | $5.8M | 94k | 62.04 |
| 2024-09-30 | $5.6M | 91k | 61.14 |
| 2024-03-31 | $9.9M | 177k | 55.97 |
| 2023-12-31 | $8.5M | 161k | 52.88 |
More positions owned by Per Stirling Capital Management
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