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J P Morgan Exchange Traded F shares owned by USAdvisors Wealth Management

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

Historical chart of USAdvisors Wealth Management 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 USAdvisors Wealth Management 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 USAdvisors Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 161k 65.00
2025-06-30 $9.0M 143k 62.56
2025-03-31 $6.8M 114k 59.68
2024-12-31 $6.2M 100k 62.03