J P Morgan Exchange Traded F shares owned by Walter & Keenan Financial Consulting
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Walter & Keenan Financial Consulting
from 13F filings
Historical chart of Walter & Keenan Financial Consulting investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Walter & Keenan Financial Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $314k | 4.8k | 65.00 |
| 2025-06-30 | $302k | 4.8k | 62.58 |
| 2025-03-31 | $288k | 4.8k | 59.68 |
| 2024-12-31 | $300k | 4.8k | 62.04 |
| 2024-09-30 | $295k | 4.8k | 61.14 |
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