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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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Peterson Wealth Advisors 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 Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $26M 467k 55.97
2023-12-31 $15M 277k 52.88

More positions owned by Peterson Wealth Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Peterson Wealth Advisors

Top funds holding J P Morgan Exchange Traded F

Gradient Investments
CGC Financial Services
Peterson Wealth Advisors
Cambridge Investment Research Advisors
Central Trust & Investment
Sugarloaf Wealth Management
Jane Street
Cary Street Partner Investment Advisory
Patten & Patten
Orrstown Financial Services
AE Wealth Management
Janney Montgomery Scott
Philip James Wealth Mangement
Commonwealth Equity Services
Fiduciary Alliance

View all funds holding J P Morgan Exchange Traded F