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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

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All positions including J P Morgan Exchange Traded F held by CLS 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 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