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J P Morgan Exchange Traded F shares owned by Atria Investments

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

Historical chart of Atria 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 69k 65.00
2025-06-30 $3.8M 60k 62.58
2024-09-30 $9.6M 157k 61.14

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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
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