J P Morgan Exchange Traded F shares owned by TCG Advisory Services
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by TCG Advisory Services
from 13F filings
Historical chart of TCG Advisory Services investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by TCG Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 117k | 65.00 |
| 2025-06-30 | $20M | 319k | 62.58 |
| 2025-03-31 | $19M | 314k | 59.68 |
| 2024-12-31 | $7.6M | 123k | 62.04 |
| 2024-09-30 | $7.7M | 126k | 61.14 |
| 2024-06-30 | $6.3M | 107k | 58.56 |
| 2024-03-31 | $4.6M | 83k | 55.97 |
| 2023-12-31 | $1.6M | 31k | 52.88 |