J P Morgan Exchange Traded F shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $599k | 9.2k | 65.00 |
| 2025-06-30 | $572k | 9.1k | 62.58 |
| 2025-03-31 | $516k | 8.7k | 59.68 |
| 2024-12-31 | $569k | 9.2k | 62.04 |
| 2024-09-30 | $500k | 8.2k | 61.14 |
| 2024-06-30 | $475k | 8.1k | 58.56 |
| 2024-03-31 | $231k | 4.1k | 55.97 |
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