J P Morgan Exchange Traded F shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 187k | 65.00 |
| 2025-06-30 | $12M | 190k | 62.58 |
| 2025-03-31 | $11M | 183k | 59.68 |
| 2024-12-31 | $10M | 167k | 62.04 |
| 2024-09-30 | $7.2M | 117k | 61.14 |
| 2024-06-30 | $4.2M | 71k | 58.56 |
| 2024-03-31 | $3.4M | 61k | 55.97 |
| 2023-12-31 | $1.8M | 34k | 52.88 |
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