J P Morgan Exchange Traded F shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in J P Morgan Exchange Traded F
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All positions including J P Morgan Exchange Traded F held by United Capital Financial Advisers 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 United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 212k | 65.00 |
| 2025-06-30 | $11M | 183k | 62.58 |
| 2025-03-31 | $7.0M | 118k | 59.68 |
| 2024-12-31 | $789k | 13k | 62.04 |
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