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J P Morgan Exchange Traded F shares owned by Lifelong Wealth Advisors

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

Historical chart of Lifelong Wealth Advisors 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 Lifelong Wealth Advisors 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 Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.8M 150k 65.00
2025-06-30 $8.5M 136k 62.58

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J P Morgan Exchange Traded F Hedged Equity La (HELO)
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Ishares Tr Core Total Usd (IUSB)

View all positions for Lifelong Wealth Advisors

Top funds holding J P Morgan Exchange Traded F

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

View all funds holding J P Morgan Exchange Traded F