J P Morgan Exchange Traded F shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 35k | 65.00 |
| 2025-06-30 | $2.5M | 40k | 62.58 |
| 2025-03-31 | $2.4M | 40k | 59.67 |
| 2024-12-31 | $1.7M | 27k | 62.09 |