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

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 68k 65.00
2025-06-30 $3.2M 51k 62.58
2025-03-31 $2.6M 44k 59.68
2024-12-31 $1.8M 29k 62.04
2024-09-30 $847k 14k 61.14

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View all positions for MAI 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