J P Morgan Exchange Traded F shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 74k | 65.00 |
| 2025-06-30 | $3.3M | 53k | 62.58 |
| 2025-03-31 | $2.1M | 36k | 59.68 |
| 2024-12-31 | $1.4M | 22k | 62.04 |
| 2024-09-30 | $582k | 9.5k | 61.14 |
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