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J P Morgan Exchange Traded F shares owned by Strategic Blueprint

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

Historical chart of Strategic Blueprint 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 Strategic Blueprint 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 Strategic Blueprint

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 20k 66.43
2025-09-30 $1.3M 20k 65.00
2025-06-30 $1.4M 23k 62.58
2025-03-31 $671k 11k 59.68
2024-12-31 $285k 4.6k 62.04

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Top funds holding J P Morgan Exchange Traded F

LPL Financial
BKD Wealth Advisors
Bank of New York Mellon
Wealth Enhancement Advisory Services
Advisor Group Holdings
Envestnet Asset Management
Raymond James Financial
CGC Financial Services
Legacy Financial Group
HighTower Advisors
Cetera Investment Advisers
UBS Group
Adviser Investments
Colony
Commonwealth Equity Services

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