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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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All positions including J P Morgan Exchange Traded F held by Resurgent Financial Advisors 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 Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
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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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