J P Morgan Exchange Traded F shares owned by Echo Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Echo Wealth Management
from 13F filings
Historical chart of Echo Wealth 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 Echo Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in J P Morgan Exchange Traded F by Echo Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 91k | 65.00 |
| 2025-06-30 | $5.3M | 84k | 62.58 |
| 2025-03-31 | $4.2M | 70k | 59.68 |
| 2024-12-31 | $3.5M | 56k | 62.04 |
| 2024-09-30 | $3.2M | 52k | 61.28 |
| 2024-06-30 | $2.8M | 48k | 58.56 |
| 2024-03-31 | $2.1M | 37k | 55.97 |
| 2023-12-31 | $1.9M | 36k | 52.90 |