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J P Morgan Exchange Traded F shares owned by Stephenson National Bank & Trust

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Stephenson National Bank & Trust from 13F filings

Historical chart of Stephenson National Bank & Trust 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 Stephenson National Bank & Trust 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 Stephenson National Bank & Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 170 63.91

More positions owned by Stephenson National Bank & Trust

JPMorgan Active Value ETF Active Value Etf (JAVA)
Vanguard S&P 500 Index ETF S&p 500 Etf Shs (VOO)
JPMorgan Active Growth ETF Active Growth (JGRO)
Fidelity Enhanced International Enhanced Intl (FENI)
iShares Russell Midcap Index ETF Rus Mid Cap Etf (IWR)
Fidelity Total Bond ETF Total Bd Etf (FBND)
PIMCO Total Return Active ETF Active Bd Etf (BOND)
Vanguard MEGA Cap ETF Mega Cap Index (MGC)
Global Upstream Natural Resources ETF Mornstar Upstr (GUNR)
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)
Vanguard FTSE Developed Markets Index ETF Van Ftse Dev Mkt (VEA)
Vanguard Small-Cap ETF Small Cp Etf (VB)
iShares S&P 500 Index ETF Core S&p500 Etf (IVV)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
iShares Russell 2000 Index ETF Russell 2000 Etf (IWM)

View all positions for Stephenson National Bank & Trust

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