J P Morgan Exchange Traded F shares owned by Strategic Financial Concepts
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Strategic Financial Concepts
from 13F filings
Historical chart of Strategic Financial Concepts investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Strategic Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 72k | 64.56 |
| 2025-06-30 | $3.5M | 56k | 62.67 |
| 2025-03-31 | $2.5M | 42k | 59.68 |
| 2024-12-31 | $2.1M | 34k | 62.04 |
| 2024-09-30 | $1.2M | 20k | 61.14 |
| 2024-06-30 | $17M | 1.0M | 17.09 |
| 2024-03-31 | $447k | 8.0k | 55.97 |
More positions owned by Strategic Financial Concepts
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