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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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Per Stirling 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 Per Stirling Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.9M 177k 55.97
2023-12-31 $8.5M 161k 52.88

More positions owned by Per Stirling Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Global 100 Etf (IOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Quality Grow (QGRO)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Per Stirling Capital Management

Top funds holding J P Morgan Exchange Traded F

Gradient Investments
CGC Financial Services
Peterson Wealth Advisors
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
Central Trust & Investment
Per Stirling Capital Management
Sugarloaf Wealth Management
Patten & Patten
Daymark Wealth Partners
Jane Street
Advisor Group Holdings
Aspire Capital Advisors
Envestnet Asset Management
Cetera Investment Advisers

View all funds holding J P Morgan Exchange Traded F