Smith, Moore & Co. »

J P Morgan Exchange Traded F shares owned by Smith, Moore & Co.

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Smith, Moore & Co. from 13F filings

Historical chart of Smith, Moore & Co. 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 Smith, Moore & Co. consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Smith, Moore & Co.

Quarter filed Position value Share count Share price at filing
2025-09-30 $244k 3.7k 65.01
2025-06-30 $395k 6.3k 62.58
2025-03-31 $1.0M 17k 59.68
2024-12-31 $1.2M 20k 62.04

More positions owned by Smith, Moore & Co.

Ishares Tr Ore S&p500 Etf (IVV)
Vanguard Index Fds Otal Stk Mkt (VTI)
Ishares Tr &p 500 Val Etf (IVE)
Apple Om (AAPL)
Bondbloxx Etf Trust Loomberg One Yr (XONE)
Spdr S&p 500 Etf Tr R Unit (SPY)
Spdr S&p Midcap 400 Etf Tr Tser1 S&pdcrp (MDY)
Ishares Tr Us 1000 Grw Etf (IWF)
Ishares Tr Ore S&p Scp Etf (IJR)
Tidal Trust I Undstrat Granny (GRNY)
Vanguard Specialized Funds Iv App Etf (VIG)
Nvidia Corporation Om (NVDA)
Invesco Qqq Tr Nit Ser 1 (QQQ)
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)
Ishares Tr Ore S&p Mcp Etf (IJH)

View all positions for Smith, Moore & Co.

Top funds holding J P Morgan Exchange Traded F

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

View all funds holding J P Morgan Exchange Traded F