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

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

Historical chart of Envestnet 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 Envestnet 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $85M 1.4M 61.14
2024-06-30 $24M 415k 58.56
2024-03-31 $7.0M 125k 55.97

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View all positions for Envestnet Asset Management

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Gradient Investments
Envestnet Asset Management
CGC Financial Services
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
LPL Financial
Peterson Wealth Advisors
Colony
Raymond James Financial Services Advisors
HighTower Advisors
Consolidated Planning Corp
BKD Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates

View all funds holding J P Morgan Exchange Traded F