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J P Morgan Exchange Traded F shares owned by Key FInancial

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

Historical chart of Key FInancial investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by Key FInancial 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 Key FInancial

Quarter filed Position value Share count Share price at filing
2025-12-31 $266k 4.0k 66.43
2025-09-30 $189k 2.9k 65.08
2025-06-30 $96k 1.5k 62.58

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View all positions for Key FInancial

Top funds holding J P Morgan Exchange Traded F

LPL Financial
BKD Wealth Advisors
Bank of New York Mellon
Wealth Enhancement Advisory Services
Advisor Group Holdings
Envestnet Asset Management
Raymond James Financial
CGC Financial Services
Legacy Financial Group
HighTower Advisors
Cetera Investment Advisers
UBS Group
Adviser Investments
Colony
Ameriprise Financial

View all funds holding J P Morgan Exchange Traded F