J P Morgan Exchange Traded F shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in J P Morgan Exchange Traded F
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Quarterly reported holdings in J P Morgan Exchange Traded F by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $125M | 1.9M | 64.98 |
| 2025-06-30 | $112M | 1.8M | 62.95 |
| 2025-03-31 | $84M | 1.4M | 59.68 |
| 2024-12-31 | $64M | 1.0M | 62.04 |
| 2024-06-30 | $37M | 627k | 58.56 |
| 2024-03-31 | $284k | 5.1k | 55.97 |
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