J P Morgan Exchange Traded F shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41M | 630k | 64.98 |
| 2025-06-30 | $37M | 590k | 62.58 |
| 2025-03-31 | $33M | 579k | 57.12 |
| 2024-12-31 | $37M | 598k | 62.40 |
| 2024-09-30 | $34M | 556k | 61.14 |
| 2024-06-30 | $30M | 510k | 58.56 |
| 2024-03-31 | $26M | 467k | 55.97 |
| 2023-12-31 | $15M | 277k | 52.88 |