J P Morgan Exchange Traded F shares owned by Prevail Innovative Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Prevail Innovative Wealth Advisors
from 13F filings
Historical chart of Prevail Innovative 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 Prevail Innovative Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 112k | 65.00 |
| 2025-06-30 | $453k | 7.2k | 62.58 |
| 2025-03-31 | $432k | 7.2k | 59.68 |
| 2024-12-31 | $455k | 7.3k | 62.04 |
| 2024-09-30 | $448k | 7.3k | 61.14 |
| 2024-06-30 | $424k | 7.2k | 58.56 |
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