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J P Morgan Exchange Traded F shares owned by Philip James Wealth Mangement

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Philip James Wealth Mangement from 13F filings

Historical chart of Philip James Wealth Mangement 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 Philip James Wealth Mangement 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 Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 165k 61.14
2024-06-30 $9.3M 158k 58.56
2024-03-31 $2.6M 47k 55.97
2023-12-31 $308k 5.8k 52.88