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J P Morgan Exchange Traded F shares owned by Equitable Holdings

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

Historical chart of Equitable Holdings investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by Equitable Holdings 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 Equitable Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 82k 65.00
2025-06-30 $5.2M 83k 62.58
2025-03-31 $4.7M 79k 59.68
2024-12-31 $440k 7.1k 62.04

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Technology (XLK)
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Vanguard Index Fds Value Etf (VTV)
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NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Equitable Holdings

Top funds holding J P Morgan Exchange Traded F

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

View all funds holding J P Morgan Exchange Traded F