J P Morgan Exchange Traded F shares owned by N.E.W. Advisory Services
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by N.E.W. Advisory Services
from 13F filings
Historical chart of N.E.W. Advisory Services investment in J P Morgan Exchange Traded F
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All positions including J P Morgan Exchange Traded F held by N.E.W. Advisory Services 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 N.E.W. Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $114k | 1.8k | 65.00 |
| 2025-06-30 | $2.7M | 43k | 62.58 |
| 2025-03-31 | $22M | 374k | 59.68 |
| 2024-12-31 | $11M | 172k | 62.04 |