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J P Morgan Exchange Traded F shares owned by Lavaca Capital

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

Historical chart of Lavaca Capital 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 Lavaca Capital 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 Lavaca Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5k 23 64.00

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Top funds holding J P Morgan Exchange Traded F

LPL Financial
BKD Wealth Advisors
Envestnet Asset Management
Bank of America Corporation
Bank of New York Mellon
Advisor Group Holdings
Raymond James Financial
Cetera Investment Advisers
CGC Financial Services
HighTower Advisors
Ameriprise Financial
Legacy Financial Group
UBS Group
Colony
Commonwealth Equity Services

View all funds holding J P Morgan Exchange Traded F