J P Morgan Exchange Traded F shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in J P Morgan Exchange Traded F
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All positions including J P Morgan Exchange Traded F held by Beacon Pointe 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 Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 76k | 65.00 |
| 2025-06-30 | $4.5M | 71k | 62.58 |
| 2025-03-31 | $4.1M | 69k | 59.68 |
| 2024-12-31 | $302k | 4.9k | 62.04 |
| 2024-09-30 | $441k | 7.2k | 61.14 |
| 2024-06-30 | $440k | 7.5k | 58.56 |