Soundwatch Capital »

J P Morgan Exchange Traded F shares owned by Soundwatch Capital

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

Historical chart of Soundwatch Capital 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 Soundwatch Capital 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 Soundwatch Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $578k 9.0k 63.91

More positions owned by Soundwatch Capital

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Ea Series Trust Alpha Architect (AAUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Esg Us Stk Etf (ESGV)
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)
NVIDIA Corporation (NVDA)
Ea Series Trust Alpha Architect (AAEQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Rus 1000 Etf (IWB)
Goldman Sachs (GS)

View all positions for Soundwatch Capital

Top funds holding J P Morgan Exchange Traded F

LPL Financial
BKD Wealth Advisors
Envestnet Asset Management
Bank of America Corporation
Bank of New York Mellon
Advisor Group Holdings
Raymond James Financial
Cetera Investment Advisers
CGC Financial Services
HighTower Advisors
Ameriprise Financial
Legacy Financial Group
UBS Group
Colony
Commonwealth Equity Services

View all funds holding J P Morgan Exchange Traded F