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J P Morgan Exchange Traded F shares owned by Cresset Asset Management

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

Historical chart of Cresset Asset Management 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 Cresset Asset Management 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 Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 32k 66.43
2025-09-30 $339k 5.2k 65.00

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Palantir Technologies Cl A (PLTR)
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View all positions for Cresset Asset Management

Top funds holding J P Morgan Exchange Traded F

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

View all funds holding J P Morgan Exchange Traded F