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J P Morgan Exchange Traded F shares owned by Cpwa

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

Historical chart of Cpwa 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 Cpwa 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 Cpwa

Quarter filed Position value Share count Share price at filing
2026-03-31 $401k 5.9k 67.60

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Top funds holding J P Morgan Exchange Traded F

LPL Financial
BKD Wealth Advisors
Envestnet Asset Management
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Bank of New York Mellon
Advisor Group Holdings
Raymond James Financial
Cetera Investment Advisers
CGC Financial Services
HighTower Advisors
Ameriprise Financial
Legacy Financial Group
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Colony
Commonwealth Equity Services

View all funds holding J P Morgan Exchange Traded F