Who owns J P MORGAN EXCHANGE TRADED F?
- Ticker: HELO
- CUSIP Number: 46654q724
Tip: Access positions for across all investors
Analyze quarterly positions in J P Morgan Exchange Traded F with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of J P Morgan Exchange Traded F stock
Who bought or sold J P MORGAN EXCHANGE TRADED F this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Gradient Investments | 783k | $44M | -3% | Mar 2024 |
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| CGC Financial Services | 551k | $31M | 3% | Mar 2024 |
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| Peterson Wealth Advisors | 467k | $26M | 68% | Mar 2024 |
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| Cambridge Investment Research Advisors | 426k | $24M | 2266% | Mar 2024 |
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| Central Trust & Investment | 190k | $11M | 100% | Mar 2024 |
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| Sugarloaf Wealth Management | 168k | $9.4M | 100% | Mar 2024 |
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| Jane Street | 99k | $5.2M | -50% | Dec 2023 |
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| Patten & Patten | 84k | $4.4M | 100% | Dec 2023 |
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| Orrstown Financial Services | 82k | $4.6M | 397% | Mar 2024 |
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| Cary Street Partner Investment Advisory | 78k | $4.1M | 100% | Dec 2023 |
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| Argent Advisors | 50k | $2.7M | 100% | Dec 2023 |
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| AE Wealth Management | 48k | $2.6M | 100% | Dec 2023 |
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| Fiduciary Alliance | 42k | $2.4M | 51% | Mar 2024 |
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| Shore Point Advisors | 42k | $2.2M | 100% | Dec 2023 |
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| Legacy Financial Group | 40k | $2.3M | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 39k | $2.1M | 100% | Dec 2023 |
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| Daymark Wealth Partners | 39k | $2.0M | 100% | Dec 2023 |
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| Echo Wealth Management | 37k | $2.1M | 1% | Mar 2024 |
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| Advisor Group Holdings | 35k | $1.8M | 100% | Dec 2023 |
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| Townsquare Capital | 35k | $1.8M | 100% | Dec 2023 |
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| Visionary Wealth Advisors | 34k | $1.8M | 100% | Dec 2023 |
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| TCG Advisory Services | 31k | $1.6M | 100% | Dec 2023 |
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| InterOcean Capital Group | 26k | $1.4M | 100% | Dec 2023 |
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| Capital Planning Advisors | 26k | $1.4M | 100% | Dec 2023 |
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| Harbor Investment Advisory | 25k | $1.4M | 100% | Mar 2024 |
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| Brookstone Capital Management | 24k | $1.3M | 352% | Mar 2024 |
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| Ignite Planners | 15k | $822k | -48% | Mar 2024 |
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| Commonwealth Equity Services | 12k | $638k | 100% | Dec 2023 |
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| Kestra Private Wealth Services | 12k | $628k | 100% | Dec 2023 |
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| Curtis Advisory Group | 9.1k | $483k | 100% | Dec 2023 |
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| DeDora Capital | 8.9k | $501k | 58% | Mar 2024 |
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| Breakwater Capital Group | 8.8k | $491k | 13% | Mar 2024 |
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| Cary Street Partners Asset Management | 8.7k | $461k | 100% | Dec 2023 |
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| Financial Management Professionals | 8.3k | $465k | 100% | Mar 2024 |
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| Bank of Marin | 8.2k | $435k | 100% | Dec 2023 |
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| Cooper Financial Group | 8.1k | $455k | 15% | Mar 2024 |
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| Strategic Financial Concepts | 8.0k | $447k | 100% | Mar 2024 |
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| John W. Brooker & Co., CPAs | 7.1k | $395k | 44% | Mar 2024 |
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| Eudaimonia Partners | 6.9k | $386k | 100% | Mar 2024 |
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| Sprinkle Financial Consultants | 6.0k | $335k | 0% | Mar 2024 |
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| Philip James Wealth Mangement | 5.8k | $308k | 100% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 5.1k | $284k | 100% | Mar 2024 |
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| Allen Capital Group | 4.4k | $248k | 100% | Mar 2024 |
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| CAP Partners | 4.3k | $239k | 100% | Mar 2024 |
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| Castle Rock Wealth Management | 4.2k | $223k | 100% | Dec 2023 |
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| Resurgent Financial Advisors | 2.1k | $111k | 100% | Dec 2023 |
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| Global Retirement Partners | 1.8k | $103k | 193% | Mar 2024 |
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| Capital Advisors | 1.5k | $84k | 57% | Mar 2024 |
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| JJJ Advisors | 190.00 | $11k | 1% | Mar 2024 |
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| Burkett Financial Services | 78.00 | $4.1k | 100% | Dec 2023 |
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| Planning Capital Management Corp | 65.00 | $3.6k | 100% | Mar 2024 |
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| DHJJ Financial Advisors | 2.00 | $112.000000 | 0% | Mar 2024 |
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| Hanson McClain Advisors | 1.00 | $56.000000 | 0% | Mar 2024 |
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Who sold out of J P Morgan Exchange Traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 200k | $10M |
| Jpmorgan Chase & Co | Sep 2023 | 100k | $5.0M |
| Ameritas Advisory Services | Sep 2023 | 7.0k | $352k |