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J P Morgan Exchange-traded F shares owned by Heritage Financial Services

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JPIE) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services 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 Heritage Financial Services 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 Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $110M 2.4M 46.39
2024-06-30 $103M 2.3M 45.46
2024-03-31 $99M 2.2M 45.56
2023-12-31 $93M 2.0M 45.61
2023-09-30 $91M 2.0M 44.40
2023-06-30 $86M 1.9M 45.20
2023-03-31 $81M 1.8M 45.77
2022-12-31 $73M 1.6M 45.12
2022-09-30 $407k 9.2k 44.30
2022-06-30 $514k 11k 45.80