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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Advisor Group Holdings | 2.9M | $188M | -4% | Sep 2025 |
|
| Envestnet Asset Management | 2.8M | $180M | 8% | Sep 2025 |
|
| LPL Financial | 2.6M | $172M | 10% | Sep 2025 |
|
| BKD Wealth Advisors | 2.4M | $156M | 11% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 1.9M | $125M | 8% | Sep 2025 |
|
| Bank of New York Mellon | 1.7M | $114M | 17% | Sep 2025 |
|
| Raymond James Financial | 1.4M | $90M | -13% | Sep 2025 |
|
| CGC Financial Services | 1.1M | $71M | 1% | Sep 2025 |
|
| Legacy Financial Group | 976k | $61M | 7% | Jun 2025 |
|
| HighTower Advisors | 905k | $59M | -26% | Sep 2025 |
|
| Adviser Investments | 848k | $55M | -3% | Sep 2025 |
|
| Gradient Investments | 802k | $52M | 2% | Sep 2025 |
|
| Cetera Investment Advisers | 746k | $49M | -47% | Sep 2025 |
|
| Colony | 734k | $48M | 6% | Sep 2025 |
|
| UBS Group | 686k | $45M | 18% | Sep 2025 |
|
| Peterson Wealth Advisors | 630k | $41M | 7% | Sep 2025 |
|
| Commonwealth Equity Services | 630k | $41M | 11% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 616k | $40M | 27% | Sep 2025 |
|
| Mml Investors Services | 472k | $31M | 3% | Sep 2025 |
|
| Royal Bank of Canada | 461k | $30M | -75% | Sep 2025 |
|
| Stifel Financial | 434k | $28M | 65% | Sep 2025 |
|
| Jpmorgan Chase & Co | 425k | $28M | 5% | Sep 2025 |
|
| Private Advisor | 385k | $25M | 51% | Sep 2025 |
|
| Mariner Wealth Advisors | 368k | $24M | 3% | Sep 2025 |
|
| Ameriprise Financial | 333k | $22M | 100% | Sep 2025 |
|
| Consolidated Planning Corp | 324k | $21M | 6% | Sep 2025 |
|
| Great Valley Advisor Group | 292k | $19M | 8% | Sep 2025 |
|
| Cary Street Partners Financial | 291k | $19M | 8% | Sep 2025 |
|
| Signature | 274k | $18M | -9% | Sep 2025 |
|
| Patten & Patten | 252k | $16M | -2% | Sep 2025 |
|
| Legacy CG | 251k | $16M | -3% | Sep 2025 |
|
| HTG Investment Advisors | 249k | $16M | 3% | Sep 2025 |
|
| WealthPlan Investment Management | 232k | $15M | 11% | Sep 2025 |
|
| Campbell Deegan Wealth Management | 231k | $15M | 21% | Sep 2025 |
|
| Longview Financial Advisors | 230k | $15M | 10% | Sep 2025 |
|
| Central Trust & Investment | 223k | $15M | 0% | Sep 2025 |
|
| United Capital Financial Advisers | 212k | $14M | 16% | Sep 2025 |
|
| Carr Financial Group Corp | 209k | $14M | -19% | Sep 2025 |
|
| Advisory Services Network | 204k | $13M | -6% | Sep 2025 |
|
| Change Path | 203k | $13M | -10% | Sep 2025 |
|
| Integrated Wealth Concepts | 197k | $13M | 968% | Sep 2025 |
|
| Brookstone Capital Management | 196k | $13M | 58% | Sep 2025 |
|
| Philip James Wealth Mangement | 191k | $12M | 11% | Sep 2025 |
|
| Capital Planning Advisors | 190k | $12M | -1% | Sep 2025 |
|
| Skyline Advisors | 188k | $12M | 14% | Sep 2025 |
|
| Visionary Wealth Advisors | 187k | $12M | -2% | Sep 2025 |
|
| Aspire Capital Advisors | 186k | $12M | -2% | Sep 2025 |
|
| SK Wealth Management | 179k | $12M | -26% | Sep 2025 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 171k | $11M | 1% | Sep 2025 |
|
| USAdvisors Wealth Management | 161k | $10M | 12% | Sep 2025 |
|
| SCBT Financial Corporation | 155k | $10M | -31% | Sep 2025 |
|
| Warren Averett Asset Management | 154k | $10M | 9% | Sep 2025 |
|
| Daymark Wealth Partners | 154k | $10M | 3% | Sep 2025 |
|
| Kestra Private Wealth Services | 153k | $9.9M | -2% | Sep 2025 |
|
| Lifelong Wealth Advisors | 150k | $9.8M | 11% | Sep 2025 |
|
| Curtis Advisory Group | 145k | $9.4M | 2% | Sep 2025 |
|
| Aire Advisors | 140k | $9.1M | 3% | Sep 2025 |
|
| Avaii Wealth Management | 140k | $9.1M | 0% | Sep 2025 |
|
| Crewe Advisors | 138k | $9.0M | 4% | Sep 2025 |
|
| Flagship Harbor Advisors | 133k | $8.6M | -12% | Sep 2025 |
|
| Goss Wealth Management | 132k | $8.6M | 81% | Sep 2025 |
|
| Wiley Bros.-aintree Capital | 131k | $8.6M | 80% | Sep 2025 |
|
| Thrivent Financial for Lutherans | 125k | $8.1M | 1131% | Sep 2025 |
|
| Hughes Financial Services | 123k | $8.1M | 5% | Sep 2025 |
|
| Envestnet Portfolio Solutions | 122k | $7.9M | 8% | Sep 2025 |
|
| TCG Advisory Services | 117k | $7.6M | -63% | Sep 2025 |
|
| Alaska Permanent Capital Management | 117k | $7.6M | 0% | Sep 2025 |
|
| Feltz Wealth PLAN | 116k | $7.5M | 2% | Sep 2025 |
|
| Orrstown Financial Services | 116k | $7.5M | 3% | Sep 2025 |
|
| Summit Financial | 112k | $7.3M | 100% | Sep 2025 |
|
| Prevail Innovative Wealth Advisors | 112k | $7.2M | 1440% | Sep 2025 |
|
| Prairieview Wealth Partners | 110k | $7.1M | 4% | Sep 2025 |
|
| Planned Solutions | 110k | $7.1M | 4% | Sep 2025 |
|
| Oppenheimer & Co | 108k | $7.0M | 11% | Sep 2025 |
|
| MONECO Advisors | 108k | $7.0M | 5% | Sep 2025 |
|
| Oak Wealth Advisors | 107k | $7.0M | 7% | Sep 2025 |
|
| Tyler-Stone Wealth Management | 104k | $6.5M | 12% | Jun 2025 |
|
| Cooper Financial Group | 102k | $6.7M | 1% | Sep 2025 |
|
| Integrity Alliance | 96k | $6.2M | 100% | Sep 2025 |
|
| Echo Wealth Management | 91k | $5.9M | 8% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 87k | $5.7M | 1731% | Sep 2025 |
|
| Kestra Advisory Services | 86k | $5.6M | 56% | Sep 2025 |
|
| CLS Investments | 85k | $5.5M | -4% | Sep 2025 |
|
| Equitable Holdings | 82k | $5.3M | -1% | Sep 2025 |
|
| Apexium Financial | 81k | $5.2M | 3% | Sep 2025 |
|
| Fiduciary Alliance | 80k | $5.2M | 3% | Sep 2025 |
|
| Park Place Capital Corp | 76k | $4.9M | 0% | Sep 2025 |
|
| Beacon Pointe Advisors | 76k | $4.9M | 6% | Sep 2025 |
|
| Gail Mannix | 76k | $4.9M | 58% | Sep 2025 |
|
| Smallwood Wealth Investment Management | 74k | $4.8M | 40% | Sep 2025 |
|
| Bradley, Foster & Sargent | 74k | $4.8M | -7% | Sep 2025 |
|
| Strategic Financial Concepts | 72k | $4.7M | 30% | Sep 2025 |
|
| Oak Harbor Wealth Partners | 72k | $4.7M | 5% | Sep 2025 |
|
| APCM Wealth Management for Individuals | 69k | $4.5M | 1166% | Sep 2025 |
|
| Atria Investments | 69k | $4.5M | 14% | Sep 2025 |
|
| Ameritas Advisory Services | 69k | $4.4M | 106% | Sep 2025 |
|
| MAI Wealth Advisors | 68k | $4.4M | 34% | Sep 2025 |
|
| Clear Creek Financial Management | 67k | $4.4M | 2% | Sep 2025 |
|
| Gotham Asset Management | 66k | $4.3M | 0% | Sep 2025 |
|
| Wealth Advisors of Tampa Bay | 65k | $4.2M | 100% | Sep 2025 |
|
| Perigon Wealth Management | 65k | $4.2M | -3% | Sep 2025 |
|
| Integrity Investment Advisors | 65k | $4.2M | 14% | Sep 2025 |
|
| H D Vest Advisory Services | 64k | $4.0M | -3% | Jun 2025 |
|
| Financial Management Professionals | 63k | $4.1M | -1% | Sep 2025 |
|
| Penney Financial | 61k | $4.0M | 7% | Sep 2025 |
|
| Renasant Bank | 60k | $3.9M | -3% | Sep 2025 |
|
| Pinnacle Wealth Management Advisory | 59k | $3.8M | 49% | Sep 2025 |
|
| Firestone Capital Management | 58k | $3.8M | -3% | Sep 2025 |
|
| Sprinkle Financial Consultants | 56k | $3.6M | 63% | Sep 2025 |
|
| Brown Financial Advisors | 56k | $3.6M | -1% | Sep 2025 |
|
| Paladin Advisory Group | 56k | $3.6M | 46% | Sep 2025 |
|
| DeDora Capital | 55k | $3.6M | 13% | Sep 2025 |
|
| Stratos Wealth Partners | 55k | $3.5M | 65% | Sep 2025 |
|
| Coppell Advisory Solutions | 55k | $3.5M | 9% | Sep 2025 |
|
| Apollon Wealth Management | 54k | $3.5M | -8% | Sep 2025 |
|
| Retirement Guys Formula | 52k | $3.4M | 9% | Sep 2025 |
|
| Foundations Investment Advisors | 50k | $3.3M | 6% | Sep 2025 |
|
| Harbor Investment Advisory | 50k | $3.2M | -24% | Sep 2025 |
|
| Shore Point Advisors | 49k | $3.2M | 11% | Sep 2025 |
|
| Captrust Financial Advisors | 48k | $3.1M | -16% | Sep 2025 |
|
| Saxony Capital Management | 48k | $3.1M | 100% | Sep 2025 |
|
| Kennedy Investment Group | 47k | $3.1M | -3% | Sep 2025 |
|
| RFG Advisory | 44k | $2.9M | 12% | Sep 2025 |
|
| Janney Montgomery Scott | 43k | $2.8M | -26% | Sep 2025 |
|
| Cyndeo Wealth Partners | 43k | $2.8M | 2% | Sep 2025 |
|
| Mattson Financial Services | 43k | $2.8M | 1% | Sep 2025 |
|
| Harbour Investments | 42k | $2.7M | 5% | Sep 2025 |
|
| Coordinated Financial Services | 41k | $2.7M | 0% | Sep 2025 |
|
| Allegheny Financial Group | 40k | $2.6M | 238% | Sep 2025 |
|
| Bright Futures Wealth Management | 37k | $2.4M | -22% | Sep 2025 |
|
| Grant Private Wealth Management | 37k | $2.4M | 100% | Sep 2025 |
|
| Vista Private Wealth Partners | 37k | $2.3M | 0% | Sep 2025 |
|
| Davenport & Co | 36k | $2.4M | 26% | Sep 2025 |
|
| Renaissance Technologies | 36k | $2.3M | 1% | Sep 2025 |
|
| Thoroughbred Financial Services | 35k | $2.3M | -2% | Sep 2025 |
|
| Evolution Wealth Advisors | 35k | $2.3M | -12% | Sep 2025 |
|
| Concurrent Investment Advisors | 34k | $2.2M | 12% | Sep 2025 |
|
| Principal Securities | 34k | $2.2M | 287% | Sep 2025 |
|
| Purkiss Capital Advisors | 33k | $2.1M | 8% | Sep 2025 |
|
| IAG Wealth Partners | 32k | $2.1M | 3% | Sep 2025 |
|
| Sincerus Advisory | 32k | $2.1M | 16% | Sep 2025 |
|
| Convergence Financial | 32k | $2.0M | 3% | Sep 2025 |
|
| Prime Capital Investment Advisors | 32k | $2.0M | 135% | Sep 2025 |
|
| Patriot Financial Group Insurance Agency | 31k | $2.0M | -1% | Sep 2025 |
|
| Compass Financial Services | 31k | $2.0M | 20% | Sep 2025 |
|
| Atria Wealth Solutions | 29k | $1.8M | -66% | Jun 2025 |
|
| Axxcess Wealth Management | 28k | $1.8M | -5% | Sep 2025 |
|
| Mayfair Advisory Group | 28k | $1.8M | 3% | Sep 2025 |
|
| Lionsbridge Wealth Management | 27k | $1.8M | 147% | Sep 2025 |
|
| Summit Wealth Partners | 27k | $1.8M | -1% | Sep 2025 |
|
| Old Mission Capital | 27k | $1.7M | -77% | Sep 2025 |
|
| Stephens | 19k | $1.2M | -32% | Sep 2025 |
|
| Redhawk Wealth Advisors | 19k | $1.2M | -86% | Sep 2025 |
|
| Archford Capital Strategies | 17k | $1.1M | -71% | Sep 2025 |
|
| HBW Advisory Services | 16k | $1.1M | -47% | Sep 2025 |
|
| Jane Street | 14k | $923k | -80% | Sep 2025 |
|
| Citadel Advisors | 12k | $767k | -70% | Sep 2025 |
|
| Secured Retirement Advisors | 11k | $717k | -63% | Sep 2025 |
|
| BLVD Private Wealth | 7.6k | $493k | -79% | Sep 2025 |
|
| Dynasty Wealth Management | 6.7k | $435k | -99% | Sep 2025 |
|
| IFG Advisory | 4.7k | $305k | -83% | Sep 2025 |
|
| Investment Planning Advisors | 4.1k | $266k | -98% | Sep 2025 |
|
| Milestone Investment Advisors | 3.9k | $252k | -96% | Sep 2025 |
|
| N.E.W. Advisory Services | 1.8k | $114k | -96% | Sep 2025 |
|
Who sold out of J P Morgan Exchange Traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Leo Wealth | Jun 2025 | 268k | $17M |
| Capital A Wealth Management | Mar 2025 | 89k | $5.3M |
| Palumbo Wealth Management | Jun 2025 | 84k | $5.3M |
| Per Stirling Capital Management | Jun 2025 | 71k | $4.4M |
| Mach-1 Financial Group | Jun 2025 | 63k | $4.0M |