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
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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 |
|---|---|---|---|
| 2025-09-30 | $172M | 2.6M | 65.00 |
| 2025-06-30 | $150M | 2.4M | 62.58 |
| 2025-03-31 | $117M | 2.0M | 59.68 |
| 2024-12-31 | $74M | 1.2M | 62.04 |
| 2024-09-30 | $37M | 597k | 61.14 |
| 2024-06-30 | $9.9M | 168k | 58.56 |