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J P Morgan Exchange Traded F shares owned by Plan Group Financial

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 16k 65.00
2025-06-30 $891k 14k 62.58
2025-03-31 $801k 13k 59.68
2024-12-31 $832k 13k 62.04

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Top funds holding J P Morgan Exchange Traded F

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View all funds holding J P Morgan Exchange Traded F