J P Morgan Exchange Traded F shares owned by ValMark Advisers
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.8M | 76k | 63.91 |
| 2025-12-31 | $806k | 12k | 66.43 |
| 2025-09-30 | $735k | 11k | 65.00 |
| 2025-06-30 | $548k | 8.8k | 62.58 |
| 2025-03-31 | $260k | 4.4k | 59.68 |