J P Morgan Exchange Traded F shares owned by Lewis Asset Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Lewis Asset Management
from 13F filings
Historical chart of Lewis Asset Management investment in J P Morgan Exchange Traded F
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All positions including J P Morgan Exchange Traded F held by Lewis Asset Management 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 Lewis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $367k | 5.5k | 66.43 |
| 2025-09-30 | $353k | 5.4k | 65.00 |
| 2025-06-30 | $283k | 4.5k | 62.58 |