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J P Morgan Exchange Traded F shares owned by IFP Advisors

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

Historical chart of IFP Advisors 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 IFP Advisors 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 IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 26k 65.00
2025-06-30 $1.5M 24k 62.58
2025-03-31 $388k 6.5k 59.68
2024-12-31 $216k 3.5k 62.04
2024-09-30 $20k 329 61.15

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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
Cetera Investment Advisers
Colony
UBS Group
Peterson Wealth Advisors

View all funds holding J P Morgan Exchange Traded F