Purkiss Capital Advisors »

J P Morgan Exchange Traded F shares owned by Purkiss Capital Advisors

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

Historical chart of Purkiss Capital Advisors 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 Purkiss Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Purkiss Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 33k 65.00
2025-06-30 $1.9M 31k 62.58
2025-03-31 $1.5M 25k 59.68
2024-12-31 $1.4M 22k 62.04