Adviser Investments »

J P Morgan Exchange Traded F shares owned by Adviser Investments

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

Historical chart of Adviser Investments 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 Adviser Investments 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 Adviser Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $55M 848k 65.00
2025-06-30 $55M 873k 62.58

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)

View all positions for Adviser Investments

Top funds holding J P Morgan Exchange Traded F

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

View all funds holding J P Morgan Exchange Traded F