J P Morgan Exchange Traded F shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 368k | 65.00 |
| 2025-06-30 | $22M | 358k | 62.58 |
| 2025-03-31 | $15M | 245k | 59.68 |
| 2024-12-31 | $15M | 236k | 62.04 |
| 2024-09-30 | $13M | 216k | 61.14 |
| 2024-06-30 | $2.5M | 43k | 58.56 |
| 2024-03-31 | $2.4M | 42k | 55.97 |
| 2023-12-31 | $2.1M | 39k | 52.88 |