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J P Morgan Exchange Traded F shares owned by WealthBridge Capital Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by WealthBridge Capital Management from 13F filings

Historical chart of WealthBridge Capital Management 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 WealthBridge Capital Management 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 WealthBridge Capital Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $388k 5.6k 69.17

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View all positions for WealthBridge Capital Management

Top funds holding J P Morgan Exchange Traded F

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

View all funds holding J P Morgan Exchange Traded F