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J P Morgan Exchange Traded F shares owned by Prairieview Wealth Partners

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

Historical chart of Prairieview Wealth Partners 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 Prairieview Wealth Partners 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 Prairieview Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.9M 112k 62.04
2024-09-30 $6.7M 110k 61.14

More positions owned by Prairieview Wealth Partners

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Russell Midcap Etf Etf (IWR)
Vanguard Value Etf Etf (VTV)
Vanguard Russell 2000 Etf Etf (VTWO)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Cogent Communications Hldgs In Stock (CCOI)
American Express Stock (AXP)
Invesco Qqq Trust Series I Etf (QQQ)
Victoryshares Short-term Bond Etf Etf (USTB)
Microsoft Corp Stock (MSFT)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

View all positions for Prairieview Wealth Partners

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