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J P Morgan Exchange Traded F shares owned by Acumen Wealth Advisors

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

Historical chart of Acumen Wealth Advisors 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 Acumen Wealth Advisors 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 Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $25k 375 67.58

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Top funds holding J P Morgan Exchange Traded F

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

View all funds holding J P Morgan Exchange Traded F