J P Morgan Exchange Traded F shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood Advisors investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $263k | 4.0k | 65.00 |
| 2025-06-30 | $253k | 4.0k | 62.58 |
| 2025-03-31 | $172k | 63k | 2.71 |