Ownership history in Echo Wealth Management, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Echo Wealth Management, LLC reported a position in J P MORGAN EXCHANGE TRADED F (HELO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 71,319 | -19,346 | -21.3% | 2.77% | $4.7M | $66.43 |
| 2025 Q3 | ADDED | 90,665 | +6,395 | +7.6% | 3.44% | $5.9M | $64.88 |
| 2025 Q2 | ADDED | 84,270 | +14,024 | +20.0% | 3.23% | $5.3M | $62.34 |
| 2025 Q1 | ADDED | 70,246 | +14,407 | +25.8% | 2.83% | $4.2M | $59.35 |
| 2024 Q4 | ADDED | 55,839 | +3,670 | +7.0% | 2.39% | $3.5M | $61.61 |
| 2024 Q3 | ADDED | 52,169 | +3,902 | +8.1% | 2.23% | $3.2M | $60.57 |
| 2024 Q2 | ADDED | 48,267 | +11,389 | +30.9% | 2.13% | $2.8M | $57.94 |
| 2024 Q1 | ADDED | 36,878 | +452 | +1.2% | 1.71% | $2.1M | $55.30 |
| 2023 Q4 | INITIATED | 36,426 | — | — | 1.80% | $1.9M | — |
As of 2025 Q4 — sorted by position size