J P Morgan Exchange Traded F shares owned by Private Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $520k | 8.0k | 65.00 |
| 2025-06-30 | $501k | 8.0k | 62.58 |
| 2025-03-31 | $477k | 8.0k | 59.68 |