J P Morgan Exchange Traded F shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth 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 Perigon Wealth Management 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 Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 65k | 65.00 |
| 2025-06-30 | $4.2M | 67k | 62.58 |
| 2025-03-31 | $3.9M | 66k | 59.68 |
| 2024-12-31 | $2.9M | 46k | 62.41 |
| 2024-09-30 | $1.2M | 20k | 61.14 |