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J P Morgan Exchange Traded F shares owned by Private Capital Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Private Capital Management from 13F filings

Historical chart of Private Capital Management 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 Private Capital Management 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 Private Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 225k 58.56

More positions owned by Private Capital Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Pepsi (PEP)

View all positions for Private Capital Management

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Gradient Investments
Envestnet Asset Management
CGC Financial Services
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
LPL Financial
Peterson Wealth Advisors
Colony
Raymond James Financial Services Advisors
HighTower Advisors
Consolidated Planning Corp
BKD Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates

View all funds holding J P Morgan Exchange Traded F