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
Download as csvQuarterly reported holdings in J P Morgan Exchange Traded F by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $180M | 2.8M | 65.00 |
| 2025-06-30 | $161M | 2.6M | 62.55 |
| 2025-03-31 | $134M | 2.2M | 59.68 |
| 2024-12-31 | $95M | 1.5M | 62.04 |
| 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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