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J P Morgan Exchange Traded F shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $423k 6.9k 61.14

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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

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