J P Morgan Exchange Traded F shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in J P Morgan Exchange Traded F
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All positions including J P Morgan Exchange Traded F held by Cyndeo Wealth Partners 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 Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 43k | 65.00 |
| 2025-06-30 | $2.7M | 43k | 62.58 |
| 2025-03-31 | $2.5M | 41k | 59.68 |
| 2024-12-31 | $4.3M | 70k | 62.04 |
| 2024-09-30 | $4.1M | 67k | 61.14 |