J P MORGAN EXCHANGE TRADED F

Ticker: HELO CUSIP: 46654Q724 Class: HEDGED EQUITY LA

ENVESTNET ASSET MANAGEMENT INC's Holding History (CIK: 0001407543)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,874,721 Value ($000) $124,538 Avg Close — Range —
Q3 2025
Shares 2,766,966 Value ($000) $179,853 Avg Close — Range —
Q2 2025
Shares 2,566,323 Value ($000) $160,517 Avg Close — Range —
Q1 2025
Shares 2,241,631 Value ($000) $133,781 Avg Close — Range —
Q4 2024
Shares 1,538,267 Value ($000) $95,434 Avg Close — Range —
Q3 2024
Shares 1,393,318 Value ($000) $85,187 Avg Close — Range —
Q2 2024
Shares 414,491 Value ($000) $24,273 Avg Close — Range —
Q1 2024
Shares 124,577 Value ($000) $6,973 Avg Close — Range —