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J P Morgan Exchange Traded F shares owned by Sugarloaf Wealth Management

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

Historical chart of Sugarloaf Wealth 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 Sugarloaf Wealth 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 Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 192k 61.14
2024-06-30 $10M 178k 58.56
2024-03-31 $9.4M 168k 55.97

More positions owned by Sugarloaf Wealth Management

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Aptus Enhanced Yield Etf Etf (JUCY)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Opus Small Cap Value Etf Etf (OSCV)
Aptus International Enhanced Yield Etf (IDUB)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
Apple Stock (AAPL)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Home Depot Stock (HD)
Microsoft Stock (MSFT)

View all positions for Sugarloaf Wealth Management

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Gradient Investments
Envestnet Asset Management
CGC Financial Services
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
LPL Financial
Peterson Wealth Advisors
Colony
Raymond James Financial Services Advisors
HighTower Advisors
Consolidated Planning Corp
BKD Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates

View all funds holding J P Morgan Exchange Traded F