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J P Morgan Exchange Traded F shares owned by Summitpoint Capital Management

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

Historical chart of Summitpoint Capital 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 Summitpoint Capital 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 Summitpoint Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $305k 4.6k 66.43

More positions owned by Summitpoint Capital Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ssga Active Etf Tr State Street Dou (TOTL)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Hdg Msci Eafe (HEFA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds 28 Trm Ts (IBTI)

View all positions for Summitpoint Capital Management

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