J P Morgan Exchange Traded F shares owned by CLS Investments
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by CLS Investments
from 13F filings
Historical chart of CLS 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 CLS Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in J P Morgan Exchange Traded F by CLS Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 85k | 65.00 |
| 2025-06-30 | $5.6M | 89k | 62.58 |
| 2025-03-31 | $5.1M | 85k | 59.68 |
| 2024-12-31 | $5.7M | 93k | 62.04 |
| 2024-09-30 | $5.9M | 96k | 61.14 |
| 2024-06-30 | $4.6M | 79k | 58.56 |
| 2024-03-31 | $4.3M | 76k | 55.97 |