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J P Morgan Exchange Traded F shares owned by Selby Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Selby Wealth Management from 13F filings

Historical chart of Selby Wealth Management 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 Selby Wealth Management 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 Selby Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6M 40k 63.91

More positions owned by Selby Wealth Management

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Pimco Etf Tr Multisector Bd (PYLD)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares U S Etf Tr Short Duration B (NEAR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Procter & Gamble Company (PG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Selby Wealth Management

Top funds holding J P Morgan Exchange Traded F

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

View all funds holding J P Morgan Exchange Traded F