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J P Morgan Exchange Traded F shares owned by UBS Group

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

Historical chart of UBS Group investment in J P Morgan Exchange Traded F

May 2024Jul 2024Sep 2024Nov 2024Jan 2025010M20M30M40M0200k400k600k
Value ($)Share countHistorical HELO position of UBS Group Source: stockzoa.comValue ($)Share count

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All positions including J P Morgan Exchange Traded F held by UBS Group 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 UBS Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $43M 695k 62.04
2024-09-30 $33M 539k 61.14
2024-06-30 $18M 299k 58.56
2024-03-31 $93k 1.7k 55.97

More positions owned by UBS Group

Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation Call Option (MSFT)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Amazon Call Option (AMZN)
Broadcom Call Option (AVGO)
Meta Platforms Cl A Call Option (META)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
JPMorgan Chase & Co. Call Option (JPM)
Tesla Motors Call Option (TSLA)
Ubs Group SHS Call Option (UBS)
Alphabet Cap Stk Cl C Call Option (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Visa Com Cl A Call Option (V)

View all positions for UBS Group

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
Wealth Enhancement Advisory Services
BKD Wealth Advisors
Jpmorgan Chase & Co
LPL Financial
Raymond James Financial
CGC Financial Services
Dynasty Wealth Management
Cetera Investment Advisers
Legacy Financial Group
Gradient Investments
HighTower Advisors
UBS Group
Peterson Wealth Advisors

View all funds holding J P Morgan Exchange Traded F