J P Morgan Exchange Traded F shares owned by Resurgent Financial Advisors
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Resurgent Financial Advisors
from 13F filings
Historical chart of Resurgent Financial Advisors investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Resurgent Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $385k | 5.9k | 65.00 |
| 2025-06-30 | $454k | 7.2k | 62.58 |
| 2025-03-31 | $414k | 6.9k | 59.68 |
| 2024-12-31 | $409k | 6.6k | 62.04 |
| 2024-09-30 | $436k | 7.1k | 61.14 |
| 2024-06-30 | $337k | 5.8k | 58.56 |
| 2024-03-31 | $232k | 4.1k | 55.97 |
| 2023-12-31 | $111k | 2.1k | 52.88 |
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