J P Morgan Exchange Traded F shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.8M | 141k | 62.04 |
| 2024-09-30 | $3.1M | 51k | 61.14 |
| 2024-06-30 | $2.4M | 40k | 58.56 |
| 2024-03-31 | $731k | 13k | 55.97 |
| 2023-12-31 | $628k | 12k | 52.88 |
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