J P Morgan Exchange Traded F shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 24k | 65.00 |
| 2025-06-30 | $1.4M | 22k | 62.58 |
| 2025-03-31 | $972k | 16k | 59.68 |
| 2024-12-31 | $1.1M | 18k | 62.76 |
| 2024-09-30 | $2.1M | 33k | 62.84 |