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J P Morgan Exchange Traded F shares owned by Monterey Private Wealth

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

Historical chart of Monterey Private Wealth 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 Monterey Private Wealth 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 Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $219k 3.7k 59.69
2024-12-31 $227k 3.7k 62.04

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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

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