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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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Smallwood Wealth Investment 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 Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 22k 62.04
2024-09-30 $582k 9.5k 61.14

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View all positions for Smallwood Wealth Investment Management

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