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J P Morgan Exchange Traded F shares owned by Atlantic Trust

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

Historical chart of Atlantic Trust 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 Atlantic Trust 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 Atlantic Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $433k 6.7k 65.00
2025-06-30 $132k 2.1k 62.58

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Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
LPL Financial
BKD Wealth Advisors
Wealth Enhancement Advisory Services
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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