Wealth Advisors of Tampa Bay »

J P Morgan Exchange Traded F shares owned by Wealth Advisors of Tampa Bay

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

Historical chart of Wealth Advisors of Tampa Bay 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 Wealth Advisors of Tampa Bay consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Wealth Advisors of Tampa Bay

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 65k 65.00

More positions owned by Wealth Advisors of Tampa Bay

Broadcom Common Stock (AVGO)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Jpmorgan MF Closed and MF Open (JPST)
Corning Common Stock (GLW)
Walmart Common Stock (WMT)
Goldman Sachs Common Stock (GS)
Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
Analog Devices Common Stock (ADI)
Waste Management Common Stock (WM)
Bank New York Common Stock (BK)
Entergy Corp Common Stock (ETR)
Garmin Common Stock (GRMN)
Jpmorgan MF Closed and MF Open (JPLD)

View all positions for Wealth Advisors of Tampa Bay

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
LPL Financial
BKD Wealth Advisors
Wealth Enhancement Advisory Services
Bank of New York Mellon
Raymond James Financial
CGC Financial Services
Legacy Financial Group
HighTower Advisors
Adviser Investments
Gradient Investments
Cetera Investment Advisers
Colony
UBS Group

View all funds holding J P Morgan Exchange Traded F