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J P Morgan Exchange Traded F shares owned by Vista Private Wealth Partners

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

Historical chart of Vista Private Wealth Partners 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 Vista Private Wealth Partners 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 Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 28k 61.14
2024-06-30 $1.6M 27k 58.56

More positions owned by Vista Private Wealth Partners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Ibonds 24 Trm Ts
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Us Sml Cap Eqt (SMLF)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Ibonds 25 Trm Hg (IBHE)

View all positions for Vista Private Wealth Partners

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