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J P Morgan Exchange Traded F shares owned by Focus Financial Network

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

Historical chart of Focus Financial Network 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 Focus Financial Network 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 Focus Financial Network

Quarter filed Position value Share count Share price at filing
2025-03-31 $456k 7.6k 59.68
2024-12-31 $1.1M 19k 62.04
2024-09-30 $818k 13k 61.14
2024-06-30 $618k 11k 59.04

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View all positions for Focus Financial Network

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