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Philip James Wealth Mangement »

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

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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
2024-03-31	$2.6M	47k	55.97
2023-12-31	$308k	5.8k	52.88

More positions owned by Philip James Wealth Mangement

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

Ishares Tr Msci Acwi Ex Us (ACWX)

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

Ishares Tr Core Div Grwth (DGRO)

Vanguard Index Fds Total Stk Mkt (VTI)

First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)

First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)

Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

Listed Fd Tr Horizon Kinetics (INFL)

Invesco Actively Managed Etf S&p500 Downsid (PHDG)

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

First Tr Exchange-traded Senior Ln Fd (FTSL)

Listed Fd Tr Core Alt Fd (CCOR)

J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Philip James Wealth Mangement

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Orrstown Financial Services

Orion Portfolio Solutions

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AE Wealth Management

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View all funds holding J P Morgan Exchange Traded F

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