J P Morgan Exchange Traded F shares owned by Simplicity Wealth
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity 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 Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange Traded F by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $3.1M | 45k | 69.17 |
| 2026-06-30 | $2.2M | 33k | 67.58 |
| 2026-03-31 | $953k | 15k | 63.91 |
| 2025-12-31 | $759k | 11k | 66.43 |
| 2025-09-30 | $535k | 8.2k | 65.00 |
| 2025-06-30 | $679k | 11k | 62.58 |