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J P Morgan Exchange Traded F shares owned by Investment Advisory Group

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

Historical chart of Investment Advisory Group 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 Investment Advisory Group 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 Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $376k 5.8k 65.00
2025-06-30 $359k 5.7k 62.58

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View all positions for Investment Advisory Group

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