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 |
|---|---|---|---|---|---|
| LPL Financial | 3.2M | $212M | 21% | Dec 2025 |
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| BKD Wealth Advisors | 2.6M | $175M | 10% | Dec 2025 |
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| Bank of New York Mellon | 2.0M | $135M | 16% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 2.0M | $135M | 5% | Dec 2025 |
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| Advisor Group Holdings | 2.0M | $132M | -31% | Dec 2025 |
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| Envestnet Asset Management | 1.9M | $125M | -32% | Dec 2025 |
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| Raymond James Financial | 1.7M | $116M | 27% | Dec 2025 |
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| CGC Financial Services | 1.1M | $72M | 0% | Dec 2025 |
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| Legacy Financial Group | 961k | $64M | 0% | Dec 2025 |
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| HighTower Advisors | 960k | $64M | 6% | Dec 2025 |
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| Cetera Investment Advisers | 927k | $62M | 24% | Dec 2025 |
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| UBS Group | 897k | $60M | 31% | Dec 2025 |
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| Adviser Investments | 777k | $52M | -8% | Dec 2025 |
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| Colony | 772k | $51M | 5% | Dec 2025 |
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| Commonwealth Equity Services | 697k | $46M | 11% | Dec 2025 |
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| Peterson Wealth Advisors | 685k | $46M | 9% | Dec 2025 |
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| Cambridge Investment Research Advisors | 617k | $41M | 0% | Dec 2025 |
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| Mml Investors Services | 498k | $33M | 6% | Dec 2025 |
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| Royal Bank of Canada | 461k | $30M | -75% | Sep 2025 |
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| Jpmorgan Chase & Co | 425k | $28M | 100% | Sep 2025 |
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| Stifel Financial | 425k | $28M | -2% | Dec 2025 |
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| Private Advisor | 351k | $23M | -9% | Dec 2025 |
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| Consolidated Planning Corp | 337k | $22M | 4% | Dec 2025 |
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| Ameriprise Financial | 333k | $22M | 100% | Sep 2025 |
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| Mariner Wealth Advisors | 318k | $21M | -14% | Dec 2025 |
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| Signature | 268k | $18M | -2% | Dec 2025 |
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| HTG Investment Advisors | 258k | $17M | 4% | Dec 2025 |
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| Leo Wealth | 257k | $17M | 100% | Dec 2025 |
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| Campbell Deegan Wealth Management | 254k | $17M | 10% | Dec 2025 |
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| Longview Financial Advisors | 251k | $17M | 9% | Dec 2025 |
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| Patten & Patten | 244k | $16M | -3% | Dec 2025 |
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| Cary Street Partners Financial | 242k | $16M | -17% | Dec 2025 |
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| Brookstone Capital Management | 241k | $16M | 23% | Dec 2025 |
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| Gradient Investments | 234k | $16M | -71% | Dec 2025 |
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| Advisory Services Network | 227k | $15M | 12% | Dec 2025 |
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| Carr Financial Group Corp | 216k | $14M | 3% | Dec 2025 |
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| Central Trust & Investment | 216k | $14M | -3% | Dec 2025 |
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| United Capital Financial Advisers | 212k | $14M | 16% | Sep 2025 |
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| WealthPlan Investment Management | 212k | $14M | -9% | Dec 2025 |
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| Great Valley Advisor Group | 210k | $14M | -28% | Dec 2025 |
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| Goss Wealth Management | 210k | $14M | 59% | Dec 2025 |
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| Change Path | 201k | $13M | -1% | Dec 2025 |
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| Integrated Wealth Concepts | 198k | $13M | 0% | Dec 2025 |
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| Philip James Wealth Mangement | 195k | $13M | 2% | Dec 2025 |
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| Aspire Capital Advisors | 195k | $13M | 5% | Dec 2025 |
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| Capital Planning Advisors | 188k | $13M | -1% | Dec 2025 |
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| Visionary Wealth Advisors | 187k | $12M | 0% | Dec 2025 |
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| Skyline Advisors | 183k | $12M | -3% | Dec 2025 |
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| Triad Wealth Partners | 182k | $12M | 100% | Dec 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 171k | $11M | 0% | Dec 2025 |
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| Warren Averett Asset Management | 158k | $11M | 3% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 152k | $10M | 16% | Dec 2025 |
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| Crewe Advisors | 151k | $10M | 10% | Dec 2025 |
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| Curtis Advisory Group | 148k | $9.8M | 2% | Dec 2025 |
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| Kestra Private Wealth Services | 147k | $9.8M | -4% | Dec 2025 |
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| SCBT Financial Corporation | 146k | $9.7M | -6% | Dec 2025 |
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| Lifelong Wealth Advisors | 143k | $9.5M | -5% | Dec 2025 |
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| Aire Advisors | 142k | $9.4M | 2% | Dec 2025 |
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| Avaii Wealth Management | 130k | $8.6M | -7% | Dec 2025 |
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| Thrivent Financial for Lutherans | 129k | $8.6M | 4% | Dec 2025 |
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| Kestra Advisory Services | 121k | $8.1M | 41% | Dec 2025 |
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| Flagship Harbor Advisors | 121k | $8.0M | -9% | Dec 2025 |
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| Orrstown Financial Services | 119k | $7.9M | 3% | Dec 2025 |
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| Prevail Innovative Wealth Advisors | 116k | $7.7M | 4% | Dec 2025 |
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| Prairieview Wealth Partners | 116k | $7.7M | 6% | Dec 2025 |
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| Gail Mannix | 116k | $7.7M | 53% | Dec 2025 |
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| USAdvisors Wealth Management | 114k | $7.6M | -29% | Dec 2025 |
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| MONECO Advisors | 114k | $7.6M | 6% | Dec 2025 |
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| Feltz Wealth PLAN | 113k | $7.5M | -2% | Dec 2025 |
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| Alaska Permanent Capital Management | 112k | $7.4M | -4% | Dec 2025 |
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| Summit Financial | 111k | $7.4M | -1% | Dec 2025 |
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| Daymark Wealth Partners | 111k | $7.4M | -28% | Dec 2025 |
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| Planned Solutions | 110k | $7.3M | 0% | Dec 2025 |
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| TCG Advisory Services | 107k | $7.1M | -9% | Dec 2025 |
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| Oak Wealth Advisors | 106k | $7.1M | -1% | Dec 2025 |
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| MAI Wealth Advisors | 106k | $7.0M | 55% | Dec 2025 |
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| Hughes Financial Services | 101k | $6.7M | -18% | Dec 2025 |
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| Crusonia Wealth Advisors | 100k | $6.7M | 100% | Dec 2025 |
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| Integrity Alliance | 97k | $6.4M | 1% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 96k | $6.4M | 10% | Dec 2025 |
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| Fiduciary Alliance | 90k | $6.0M | 13% | Dec 2025 |
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| Pinnacle Wealth Management Advisory | 90k | $6.0M | 53% | Dec 2025 |
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| SkyView Investment Advisors | 85k | $5.7M | 1191% | Dec 2025 |
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| Cooper Financial Group | 85k | $5.6M | -17% | Dec 2025 |
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| Envestnet Portfolio Solutions | 84k | $5.6M | -31% | Dec 2025 |
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| Palumbo Wealth Management | 84k | $5.6M | 100% | Dec 2025 |
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| Smallwood Wealth Investment Management | 83k | $5.5M | 11% | Dec 2025 |
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| Apexium Financial | 81k | $5.2M | 3% | Sep 2025 |
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| Allegheny Financial Group | 78k | $5.2M | 95% | Dec 2025 |
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| APCM Wealth Management for Individuals | 77k | $5.1M | 12% | Dec 2025 |
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| Bradley, Foster & Sargent | 75k | $5.0M | 2% | Dec 2025 |
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| Oak Harbor Wealth Partners | 73k | $4.9M | 2% | Dec 2025 |
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| Sprinkle Financial Consultants | 72k | $4.8M | 30% | Dec 2025 |
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| Echo Wealth Management | 71k | $4.7M | -21% | Dec 2025 |
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| Beacon Pointe Advisors | 71k | $4.7M | -6% | Dec 2025 |
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| Beto Financial Group | 71k | $4.8M | 100% | Dec 2025 |
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| DeDora Capital | 69k | $4.6M | 27% | Dec 2025 |
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| Resources Investment Advisors | 68k | $4.5M | 831% | Dec 2025 |
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| Gotham Asset Management | 66k | $4.3M | 0% | Sep 2025 |
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| CLS Investments | 65k | $4.3M | -24% | Dec 2025 |
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| Mach-1 Financial Group | 64k | $4.3M | 100% | Dec 2025 |
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| Perigon Wealth Management | 64k | $4.3M | -2% | Dec 2025 |
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| Penney Financial | 64k | $4.2M | 4% | Dec 2025 |
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| Financial Management Professionals | 63k | $4.2M | 1% | Dec 2025 |
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| Renasant Bank | 60k | $4.0M | -1% | Dec 2025 |
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| Wealth Advisors of Tampa Bay | 60k | $4.0M | -8% | Dec 2025 |
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| Firestone Capital Management | 59k | $3.9M | 2% | Dec 2025 |
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| Coppell Advisory Solutions | 58k | $3.9M | 7% | Dec 2025 |
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| Stratos Wealth Partners | 55k | $3.7M | 1% | Dec 2025 |
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| Paladin Advisory Group | 55k | $3.6M | -1% | Dec 2025 |
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| Foundations Investment Advisors | 54k | $3.6M | 8% | Dec 2025 |
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| SK Wealth Management | 53k | $3.6M | -70% | Dec 2025 |
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| Retirement Guys Formula | 51k | $3.4M | -3% | Dec 2025 |
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| Shore Point Advisors | 49k | $3.2M | -1% | Dec 2025 |
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| Coordinated Financial Services | 47k | $3.2M | 15% | Dec 2025 |
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| Kennedy Investment Group | 46k | $3.1M | -2% | Dec 2025 |
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| Janney Montgomery Scott | 46k | $3.0M | 5% | Dec 2025 |
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| Clear Creek Financial Management | 45k | $3.0M | -32% | Dec 2025 |
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| Capital Investment Advisory Services | 44k | $2.9M | 108% | Dec 2025 |
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| Park Place Capital Corp | 44k | $2.9M | -42% | Dec 2025 |
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| Harbour Investments | 44k | $2.9M | 4% | Dec 2025 |
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| Harbor Investment Advisory | 43k | $2.9M | -13% | Dec 2025 |
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| RFG Advisory | 43k | $2.8M | -3% | Dec 2025 |
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| Pine Valley Investments Ltd Liability | 42k | $2.8M | -70% | Dec 2025 |
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| Larch Capital Partners | 42k | $2.8M | 100% | Dec 2025 |
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| Captrust Financial Advisors | 39k | $2.6M | -19% | Dec 2025 |
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| Davenport & Co | 38k | $2.6M | 6% | Dec 2025 |
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| Grant Private Wealth Management | 38k | $2.5M | 4% | Dec 2025 |
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| Sincerus Advisory | 37k | $2.5M | 15% | Dec 2025 |
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| Paul Damon & Associates | 37k | $2.5M | 130% | Dec 2025 |
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| Vista Private Wealth Partners | 37k | $2.3M | 0% | Dec 2025 |
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| Sun Financial | 36k | $2.4M | 100% | Dec 2025 |
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| Equitable Holdings | 36k | $2.4M | -56% | Dec 2025 |
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| Purkiss Capital Advisors | 35k | $2.4M | 8% | Dec 2025 |
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| Thoroughbred Financial Services | 35k | $2.3M | 0% | Dec 2025 |
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| Convergence Financial | 35k | $2.3M | 10% | Dec 2025 |
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| Milestone Asset Management | 34k | $2.2M | 26% | Dec 2025 |
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| Concurrent Investment Advisors | 33k | $2.2M | -5% | Dec 2025 |
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| IAG Wealth Partners | 33k | $2.2M | 0% | Dec 2025 |
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| Compass Financial Services | 32k | $2.1M | 5% | Dec 2025 |
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| Cresset Asset Management | 32k | $2.1M | 508% | Dec 2025 |
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| Patriot Financial Group Insurance Agency | 32k | $2.1M | 0% | Dec 2025 |
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| Cary Street Partner Investment Advisory | 31k | $2.1M | 12965% | Dec 2025 |
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| Principal Securities | 31k | $2.1M | -7% | Dec 2025 |
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| Evolution Wealth Advisors | 30k | $2.0M | -14% | Dec 2025 |
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| Mayfair Advisory Group | 30k | $2.0M | 8% | Dec 2025 |
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| Oppenheimer & Co | 29k | $1.9M | -73% | Dec 2025 |
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| Bright Futures Wealth Management | 28k | $1.8M | -26% | Dec 2025 |
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| Mattson Financial Services | 26k | $1.7M | -39% | Dec 2025 |
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| Apollon Wealth Management | 26k | $1.7M | -52% | Dec 2025 |
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| Brown Financial Advisors | 24k | $1.6M | -56% | Dec 2025 |
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| Cyndeo Wealth Partners | 24k | $1.6M | -45% | Dec 2025 |
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| Saxony Capital Management | 21k | $1.4M | -55% | Dec 2025 |
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| Ameritas Advisory Services | 20k | $1.3M | -72% | Dec 2025 |
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| Integrity Investment Advisors | 17k | $1.1M | -74% | Dec 2025 |
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| Prime Capital Investment Advisors | 15k | $991k | -53% | Dec 2025 |
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| Renaissance Technologies | 12k | $791k | -67% | Dec 2025 |
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| Citadel Advisors | 12k | $767k | -70% | Sep 2025 |
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| Atria Investments | 12k | $768k | -83% | Dec 2025 |
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| Legacy CG | 4.9k | $326k | -98% | Dec 2025 |
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Who sold out of J P Morgan Exchange Traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Strategic Financial Concepts | Sep 2025 | 72k | $4.7M |