J P Morgan Exchange Traded F shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 232k | 65.00 |
| 2025-06-30 | $13M | 208k | 62.77 |
| 2025-03-31 | $8.8M | 147k | 59.68 |
| 2024-12-31 | $13M | 216k | 62.05 |
| 2024-09-30 | $7.0M | 115k | 61.14 |
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