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J P Morgan Exchange Traded F shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $37M 597k 61.14
2024-06-30 $9.9M 168k 58.56

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View all positions for LPL Financial

Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Gradient Investments
Envestnet Asset Management
CGC Financial Services
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
LPL Financial
Peterson Wealth Advisors
Colony
Raymond James Financial Services Advisors
HighTower Advisors
Consolidated Planning Corp
BKD Wealth Advisors
Jpmorgan Chase & Co
Raymond James & Associates

View all funds holding J P Morgan Exchange Traded F