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J P Morgan Exchange Traded F shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions 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 Orion Portfolio Solutions 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 Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 96k 61.14
2024-03-31 $4.3M 76k 55.97

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Top funds holding J P Morgan Exchange Traded F

Advisor Group Holdings
Envestnet Asset Management
Gradient Investments
CGC Financial Services
BKD Wealth Advisors
Legacy Financial Group
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Cambridge Investment Research Advisors
HighTower Advisors
Peterson Wealth Advisors
LPL Financial
UBS Group
Colony
Raymond James Financial Services Advisors

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