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J P Morgan Exchange Traded F shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Wealth Solutions 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 Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.8M 29k 62.58
2025-03-31 $5.0M 83k 59.68
2024-12-31 $3.1M 51k 62.04

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Top funds holding J P Morgan Exchange Traded F

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

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