Roman Butler Fullerton & Co »

J P Morgan Exchange Traded F shares owned by Roman Butler Fullerton & Co

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Roman Butler Fullerton & Co from 13F filings

Historical chart of Roman Butler Fullerton & Co 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 Roman Butler Fullerton & Co 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 Roman Butler Fullerton & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $282k 4.3k 65.80

More positions owned by Roman Butler Fullerton & Co

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Mastercard Incorporated Cl A (MA)
Vanguard Specialized Funds Div App Etf (VIG)
Wal-Mart Stores (WMT)
Vanguard Index Fds Growth Etf (VUG)
Eli Lilly & Co. (LLY)
Cigna Corp (CI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Roman Butler Fullerton & Co

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
LPL Financial
BKD Wealth Advisors
Wealth Enhancement Advisory Services
Bank of New York Mellon
Raymond James Financial
CGC Financial Services
Legacy Financial Group
HighTower Advisors
Adviser Investments
Gradient Investments
Cetera Investment Advisers
Colony
UBS Group

View all funds holding J P Morgan Exchange Traded F