J P Morgan Exchange Traded F shares owned by Security National Bank
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Security National Bank
from 13F filings
Historical chart of Security National Bank investment in J P Morgan Exchange Traded F
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All positions including J P Morgan Exchange Traded F held by Security National Bank 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 Security National Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 20k | 65.00 |
| 2025-06-30 | $1.1M | 18k | 62.58 |
| 2025-03-31 | $1.2M | 20k | 59.68 |
| 2024-12-31 | $1.3M | 20k | 62.04 |
| 2024-09-30 | $1.2M | 19k | 61.14 |
| 2024-06-30 | $636k | 11k | 58.56 |