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J P Morgan Exchange Traded F shares owned by Unique Wealth

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

Historical chart of Unique Wealth 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 Unique Wealth 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 Unique Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 24k 61.14

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Rus Mid Cap Etf (IWR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Msci Acwi Etf (ACWI)
Innovator Etfs Tr Us Eqt Aclrtd Et (XDJL)
Innovator Etfs Tr Us Eqty Acc Etf (XDJA)

View all positions for Unique Wealth

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Gradient Investments
Envestnet Asset Management
CGC Financial Services
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
LPL Financial
Peterson Wealth Advisors
Colony
Raymond James Financial Services Advisors
HighTower Advisors
Consolidated Planning Corp
BKD Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates

View all funds holding J P Morgan Exchange Traded F