Yarger Wealth Strategies »

J P Morgan Exchange Traded F shares owned by Yarger Wealth Strategies

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

Historical chart of Yarger Wealth Strategies 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 Yarger Wealth Strategies 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 Yarger Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $387k 6.3k 61.14
2024-06-30 $611k 10k 58.56

More positions owned by Yarger Wealth Strategies

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
T Rowe Price Etf Price Div Grwt (TDVG)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Whitehall Fds High Div Yld (VYM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Active Growth (JGRO)
Designer Brands Cl A (DBI)

View all positions for Yarger Wealth Strategies

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
Gradient Investments
CGC Financial Services
BKD Wealth Advisors
Legacy Financial Group
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Cambridge Investment Research Advisors
HighTower Advisors
Peterson Wealth Advisors
LPL Financial
UBS Group
Colony
Raymond James Financial Services Advisors

View all funds holding J P Morgan Exchange Traded F