J P Morgan Exchange Traded F shares owned by Tyler-Stone Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Tyler-Stone Wealth Management
from 13F filings
Historical chart of Tyler-Stone 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 Tyler-Stone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $6.5M | 104k | 62.58 |
| 2025-03-31 | $5.5M | 92k | 59.68 |
| 2024-12-31 | $3.6M | 59k | 62.04 |
| 2024-09-30 | $2.0M | 33k | 61.14 |
| 2024-06-30 | $312k | 5.3k | 58.56 |
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