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 |
|---|---|---|---|---|---|
| Advisor Group Holdings | 2.4M | $147M | 1671% | Sep 2024 |
|
| Gradient Investments | 1.6M | $100M | 39% | Sep 2024 |
|
| Envestnet Asset Management | 1.4M | $85M | 236% | Sep 2024 |
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| CGC Financial Services | 1.0M | $64M | 1% | Sep 2024 |
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| Cambridge Investment Research Advisors | 645k | $40M | 89% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 627k | $37M | 12257% | Jun 2024 |
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| LPL Financial | 597k | $37M | 255% | Sep 2024 |
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| Peterson Wealth Advisors | 556k | $34M | 9% | Sep 2024 |
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| Colony | 527k | $32M | 1191% | Sep 2024 |
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| Raymond James Financial Services Advisors | 479k | $29M | 100% | Sep 2024 |
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| HighTower Advisors | 468k | $27M | 448% | Jun 2024 |
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| Consolidated Planning Corp | 420k | $26M | 9% | Sep 2024 |
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| BKD Wealth Advisors | 356k | $21M | 100% | Jun 2024 |
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| Jpmorgan Chase & Co | 343k | $21M | 35% | Sep 2024 |
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| Raymond James & Associates | 316k | $19M | 285% | Sep 2024 |
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| Royal Bank of Canada | 309k | $19M | 159% | Sep 2024 |
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| Mml Investors Services | 287k | $18M | 4% | Sep 2024 |
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| Leo Wealth | 236k | $14M | 127% | Sep 2024 |
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| Patten & Patten | 236k | $14M | 15% | Sep 2024 |
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| Central Trust & Investment | 235k | $14M | 19% | Sep 2024 |
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| Private Capital Management | 225k | $13M | 100% | Jun 2024 |
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| Mariner Wealth Advisors | 216k | $13M | 406% | Sep 2024 |
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| Carnick & Kubik | 193k | $12M | 100% | Sep 2024 |
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| Sugarloaf Wealth Management | 192k | $12M | 8% | Sep 2024 |
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| Cetera Investment Advisers | 188k | $11M | 86% | Jun 2024 |
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| Daymark Wealth Partners | 188k | $12M | 15% | Sep 2024 |
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| Carr Financial Group Corp | 184k | $11M | 3808% | Sep 2024 |
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| Redhawk Wealth Advisors | 184k | $11M | 2% | Sep 2024 |
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| Feltz Wealth PLAN | 168k | $10M | 100% | Sep 2024 |
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| Philip James Wealth Mangement | 165k | $10M | 4% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 160k | $9.8M | 28% | Sep 2024 |
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| Atria Investments | 157k | $9.6M | 100% | Sep 2024 |
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| Commonwealth Equity Services | 145k | $8.8M | 14% | Sep 2024 |
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| Aspire Capital Advisors | 141k | $8.6M | 2% | Sep 2024 |
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| Brown Financial Advisors | 129k | $7.9M | 70% | Sep 2024 |
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| Private Advisor | 121k | $7.4M | 206% | Sep 2024 |
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| Capital Planning Advisors | 119k | $7.3M | 54% | Sep 2024 |
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| Renasant Bank | 117k | $7.2M | 79% | Sep 2024 |
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| Visionary Wealth Advisors | 117k | $7.2M | 65% | Sep 2024 |
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| WealthPlan Investment Management | 115k | $7.0M | 100% | Sep 2024 |
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| Change Path | 115k | $7.0M | 2633% | Sep 2024 |
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| Curtis Advisory Group | 112k | $6.8M | 20% | Sep 2024 |
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| Susquehanna International | 111k | $6.8M | 69% | Sep 2024 |
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| Prairieview Wealth Partners | 110k | $6.7M | 100% | Sep 2024 |
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| Thrivent Financial for Lutherans | 110k | $6.7M | 182% | Sep 2024 |
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| TCG Advisory Services | 107k | $6.3M | 30% | Jun 2024 |
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| Pine Valley Investments Ltd Liability | 103k | $6.3M | 27% | Sep 2024 |
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| Orion Portfolio Solutions | 96k | $5.9M | 26% | Sep 2024 |
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| Park Place Capital Corp | 92k | $5.6M | 56% | Sep 2024 |
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| Per Stirling Capital Management | 91k | $5.6M | -49% | Sep 2024 |
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| Signature | 90k | $5.5M | 100% | Sep 2024 |
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| Orrstown Financial Services | 87k | $5.3M | -4% | Sep 2024 |
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| Legacy Financial Group | 83k | $5.1M | 52% | Sep 2024 |
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| Aire Advisors | 80k | $4.8M | 100% | Jun 2024 |
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| Janney Montgomery Scott | 78k | $4.8M | 62% | Sep 2024 |
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| Stephens Consulting | 77k | $4.7M | 7815% | Sep 2024 |
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| Milestone Investment Advisors | 75k | $4.6M | 14% | Sep 2024 |
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| Cary Street Partners Asset Management | 71k | $4.3M | 55% | Sep 2024 |
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| Fiduciary Alliance | 69k | $4.2M | 22% | Sep 2024 |
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| Cyndeo Wealth Partners | 67k | $4.1M | 100% | Sep 2024 |
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| Lionsbridge Wealth Management | 64k | $3.9M | 39% | Sep 2024 |
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| Ameritas Advisory Services | 61k | $3.7M | 4% | Sep 2024 |
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| Jane Street | 60k | $3.7M | -26% | Sep 2024 |
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| Mach-1 Financial Group | 57k | $3.5M | 7% | Sep 2024 |
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| Renaissance Technologies | 55k | $3.4M | 100% | Sep 2024 |
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| Harbor Investment Advisory | 54k | $3.3M | 24% | Sep 2024 |
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| Echo Wealth Management | 52k | $3.2M | 8% | Sep 2024 |
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| Advisory Services Network | 51k | $3.0M | 0% | Sep 2024 |
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| Kestra Private Wealth Services | 51k | $3.1M | 26% | Sep 2024 |
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| Flagship Harbor Advisors | 50k | $3.1M | 100% | Sep 2024 |
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| Calton & Associates | 50k | $3.0M | 100% | Sep 2024 |
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| Napatree Capital | 50k | $3.0M | 100% | Sep 2024 |
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| Brookstone Capital Management | 46k | $2.8M | 19% | Sep 2024 |
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| Coppell Advisory Solutions | 45k | $2.8M | 10% | Sep 2024 |
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| Paladin Wealth | 45k | $2.8M | 100% | Sep 2024 |
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| Financial Management Professionals | 43k | $2.6M | 9% | Sep 2024 |
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| Mattson Financial Services | 41k | $2.4M | -1% | Sep 2024 |
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| Shore Point Advisors | 39k | $2.4M | -5% | Sep 2024 |
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| Kennedy Investment Group | 39k | $2.4M | 58% | Sep 2024 |
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| Resources Investment Advisors | 38k | $2.3M | 263% | Sep 2024 |
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| Old Mission Capital | 37k | $2.2M | 71% | Jun 2024 |
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| Legacy Investment Solutions | 33k | $2.1M | 100% | Sep 2024 |
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| Legacy Wealth Managment | 33k | $2.1M | 100% | Sep 2024 |
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| Tyler-Stone Wealth Management | 33k | $2.0M | 520% | Sep 2024 |
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| Townsquare Capital | 31k | $1.9M | -10% | Sep 2024 |
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| Thoroughbred Financial Services | 30k | $1.8M | 38% | Sep 2024 |
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| Vista Private Wealth Partners | 28k | $1.7M | 4% | Sep 2024 |
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| HBW Advisory Services | 27k | $1.7M | 105% | Sep 2024 |
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| Stratos Wealth Partners | 25k | $1.5M | 99% | Sep 2024 |
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| Hrt Financial | 24k | $1.5M | 100% | Sep 2024 |
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| Smartleaf Asset Management | 24k | $1.5M | 100% | Sep 2024 |
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| Unique Wealth | 24k | $1.5M | 100% | Sep 2024 |
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| Captrust Financial Advisors | 23k | $1.4M | 80% | Sep 2024 |
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| Concurrent Investment Advisors | 23k | $1.4M | 31% | Sep 2024 |
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| Foundations Investment Advisors | 23k | $1.4M | 554% | Sep 2024 |
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| Pennsylvania Capital Management | 23k | $1.4M | 176% | Sep 2024 |
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| Oak Harbor Wealth Partners | 21k | $1.3M | 6% | Sep 2024 |
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| Perigon Wealth Management | 20k | $1.2M | 100% | Sep 2024 |
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| Ohe Financial | 20k | $1.2M | 58% | Sep 2024 |
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| Apollon Wealth Management | 20k | $1.2M | 100% | Sep 2024 |
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| Clear Creek Financial Management | 20k | $1.2M | 71% | Sep 2024 |
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| Strategic Financial Concepts | 20k | $1.2M | -98% | Sep 2024 |
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| Security National Bank | 19k | $1.2M | 77% | Sep 2024 |
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| John W. Brooker & Co., CPAs | 18k | $1.1M | 38% | Sep 2024 |
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| Sowell Financial Services | 17k | $1.0M | 3% | Sep 2024 |
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| Money Concepts Capital Corp | 17k | $1.0M | 33% | Sep 2024 |
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| Cooper Financial Group | 17k | $967k | 103% | Jun 2024 |
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| Great Valley Advisor Group | 16k | $1.0M | 100% | Sep 2024 |
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| Stratos Wealth Advisors | 16k | $951k | 93% | Sep 2024 |
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| Bedel Financial Consulting | 16k | $945k | 15% | Sep 2024 |
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| DeDora Capital | 15k | $934k | 31% | Sep 2024 |
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| Envestnet Portfolio Solutions | 14k | $859k | 100% | Sep 2024 |
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| Total Clarity Wealth Management | 14k | $858k | 156% | Sep 2024 |
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| Benjamin Edwards | 14k | $856k | 100% | Sep 2024 |
|
| MAI Wealth Advisors | 14k | $847k | 100% | Sep 2024 |
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| Focus Financial Network | 13k | $818k | 28% | Sep 2024 |
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| Crossmark Global Holdings | 13k | $811k | 0% | Sep 2024 |
|
| NCM Capital Management | 13k | $808k | 35% | Sep 2024 |
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| MN Wealth Advisors | 13k | $804k | 18% | Sep 2024 |
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| SCBT Financial Corporation | 13k | $795k | 550% | Sep 2024 |
|
| GPS Wealth Strategies Group | 11k | $670k | 100% | Sep 2024 |
|
| Breakwater Capital Group | 10k | $637k | 7% | Sep 2024 |
|
| Indie Asset Partners | 10k | $637k | 23% | Sep 2024 |
|
| Ignite Planners | 10k | $611k | -27% | Sep 2024 |
|
| Lakeridge Wealth Management | 9.9k | $604k | 14% | Sep 2024 |
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| Hilltop Holdings | 9.6k | $590k | 100% | Sep 2024 |
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| Buckingham Strategic Partners | 9.5k | $583k | 100% | Sep 2024 |
|
| Smallwood Wealth Investment Management | 9.5k | $582k | 100% | Sep 2024 |
|
| Semus Wealth Partners | 9.5k | $578k | 136% | Sep 2024 |
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| Apexium Financial | 8.8k | $539k | 100% | Sep 2024 |
|
| Stephens | 8.7k | $529k | 100% | Sep 2024 |
|
| Sanctuary Advisors | 8.6k | $542k | 100% | Sep 2024 |
|
| Bank of Marin | 8.4k | $512k | -18% | Sep 2024 |
|
| Morris Financial Concepts | 8.2k | $504k | 100% | Sep 2024 |
|
| Tradition Wealth Management | 8.2k | $500k | 1% | Sep 2024 |
|
| MONECO Advisors | 8.0k | $488k | 53% | Sep 2024 |
|
| Summit Wealth Partners | 7.8k | $480k | 12% | Sep 2024 |
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| Parker Financial | 7.6k | $465k | 100% | Sep 2024 |
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| Arkadios Wealth Advisors | 7.5k | $458k | 100% | Sep 2024 |
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| Prevail Innovative Wealth Advisors | 7.2k | $424k | 100% | Jun 2024 |
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| Beacon Pointe Advisors | 7.2k | $441k | -4% | Sep 2024 |
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| Sprinkle Financial Consultants | 7.1k | $434k | 7% | Sep 2024 |
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| Kestra Advisory Services | 7.0k | $428k | 42% | Sep 2024 |
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| Sigma Planning | 6.9k | $423k | 100% | Sep 2024 |
|
| IAG Wealth Partners | 6.5k | $396k | 100% | Sep 2024 |
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| Yarger Wealth Strategies | 6.3k | $387k | -39% | Sep 2024 |
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| National Asset Management | 6.0k | $368k | 47% | Sep 2024 |
|
| Davenport & Co | 6.0k | $369k | 21% | Sep 2024 |
|
| Legacy CG | 6.0k | $366k | 100% | Sep 2024 |
|
| Branch Banking & Trust Company | 5.9k | $343k | 100% | Jun 2024 |
|
Who sold out of J P Morgan Exchange Traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Avestar Capital | Mar 2024 | 36k | $2.0M |
| Crewe Advisors | Jun 2024 | 29k | $1.7M |