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 | 2.2M | $132M | -10% | Dec 2024 |
|
| Envestnet Asset Management | 1.5M | $95M | 10% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 1.4M | $84M | 36% | Mar 2025 |
|
| BKD Wealth Advisors | 1.4M | $86M | 43% | Dec 2024 |
|
| Jpmorgan Chase & Co | 1.4M | $85M | 297% | Dec 2024 |
|
| LPL Financial | 1.2M | $74M | 100% | Dec 2024 |
|
| Raymond James Financial | 1.2M | $73M | 100% | Dec 2024 |
|
| CGC Financial Services | 1.1M | $63M | 2% | Mar 2025 |
|
| Dynasty Wealth Management | 1.0M | $64M | 100% | Dec 2024 |
|
| Cetera Investment Advisers | 969k | $60M | 27% | Dec 2024 |
|
| Legacy Financial Group | 916k | $55M | 2% | Mar 2025 |
|
| Gradient Investments | 783k | $47M | -34% | Mar 2025 |
|
| HighTower Advisors | 743k | $46M | 17% | Dec 2024 |
|
| UBS Group | 695k | $43M | 29% | Dec 2024 |
|
| Peterson Wealth Advisors | 598k | $37M | 8% | Dec 2024 |
|
| Colony | 593k | $37M | 12% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 502k | $31M | -22% | Dec 2024 |
|
| Consolidated Planning Corp | 448k | $28M | 7% | Dec 2024 |
|
| Royal Bank of Canada | 416k | $26M | 34% | Dec 2024 |
|
| Carr Financial Group Corp | 359k | $22M | 95% | Dec 2024 |
|
| Mml Investors Services | 332k | $21M | 16% | Dec 2024 |
|
| Commonwealth Equity Services | 310k | $19M | 114% | Dec 2024 |
|
| Central Trust & Investment | 286k | $18M | 22% | Dec 2024 |
|
| SK Wealth Management | 278k | $17M | 4% | Dec 2024 |
|
| Legacy CG | 273k | $17M | 4463% | Dec 2024 |
|
| Patten & Patten | 257k | $16M | 9% | Dec 2024 |
|
| Leo Wealth | 253k | $16M | 7% | Dec 2024 |
|
| Vertex Planning Partners | 238k | $15M | 100% | Dec 2024 |
|
| Modern Wealth Management | 238k | $15M | 100% | Dec 2024 |
|
| Mariner Wealth Advisors | 236k | $15M | 9% | Dec 2024 |
|
| Signature | 226k | $14M | 152% | Dec 2024 |
|
| WealthPlan Investment Management | 216k | $13M | 87% | Dec 2024 |
|
| Private Capital Management | 211k | $13M | -3% | Dec 2024 |
|
| Sugarloaf Wealth Management | 209k | $13M | 9% | Dec 2024 |
|
| Private Advisor | 203k | $13M | 67% | Dec 2024 |
|
| Redhawk Wealth Advisors | 201k | $12M | 3% | Mar 2025 |
|
| Skyline Advisors | 187k | $11M | 1% | Mar 2025 |
|
| N.E.W. Advisory Services | 172k | $11M | 100% | Dec 2024 |
|
| Change Path | 170k | $11M | 48% | Dec 2024 |
|
| Capital Planning Advisors | 169k | $11M | 42% | Dec 2024 |
|
| Visionary Wealth Advisors | 167k | $10M | 42% | Dec 2024 |
|
| Philip James Wealth Mangement | 166k | $10M | 1% | Dec 2024 |
|
| Avaii Wealth Management | 166k | $9.9M | 100% | Mar 2025 |
|
| Feltz Wealth PLAN | 161k | $10M | -4% | Dec 2024 |
|
| Warren Averett Asset Management | 148k | $9.2M | 100% | Dec 2024 |
|
| Daymark Wealth Partners | 147k | $8.8M | -4% | Mar 2025 |
|
| Aspire Capital Advisors | 145k | $9.0M | 3% | Dec 2024 |
|
| Kestra Private Wealth Services | 141k | $8.8M | 178% | Dec 2024 |
|
| Thrivent Financial for Lutherans | 128k | $7.9M | 17% | Dec 2024 |
|
| TCG Advisory Services | 123k | $7.6M | -2% | Dec 2024 |
|
| Curtis Advisory Group | 122k | $7.6M | 9% | Dec 2024 |
|
| Pine Valley Investments Ltd Liability | 115k | $7.2M | 12% | Dec 2024 |
|
| Aire Advisors | 114k | $7.1M | 21% | Dec 2024 |
|
| Prairieview Wealth Partners | 112k | $6.9M | 2% | Dec 2024 |
|
| Ameritas Advisory Services | 106k | $6.6M | 75% | Dec 2024 |
|
| Orrstown Financial Services | 104k | $6.2M | 18% | Mar 2025 |
|
| USAdvisors Wealth Management | 100k | $6.2M | 100% | Dec 2024 |
|
| Planned Solutions | 99k | $5.9M | 3% | Mar 2025 |
|
| Brookstone Capital Management | 96k | $6.0M | 107% | Dec 2024 |
|
| Cooper Financial Group | 96k | $6.0M | 100% | Dec 2024 |
|
| Pennsylvania Capital Management | 95k | $5.9M | 322% | Dec 2024 |
|
| Brown Financial Advisors | 95k | $5.9M | -27% | Dec 2024 |
|
| Milestone Investment Advisors | 94k | $5.8M | 26% | Dec 2024 |
|
| Per Stirling Capital Management | 94k | $5.8M | 4% | Dec 2024 |
|
| Orion Portfolio Solutions | 93k | $5.7M | -4% | Dec 2024 |
|
| Mattson Financial Services | 89k | $5.4M | 118% | Dec 2024 |
|
| Janney Montgomery Scott | 88k | $5.2M | -3% | Mar 2025 |
|
| Fiduciary Alliance | 79k | $4.7M | 5% | Mar 2025 |
|
| Lionsbridge Wealth Management | 77k | $4.8M | 20% | Dec 2024 |
|
| Resources Investment Advisors | 75k | $4.7M | 97% | Dec 2024 |
|
| Jane Street | 71k | $4.4M | 19% | Dec 2024 |
|
| Cyndeo Wealth Partners | 70k | $4.3M | 5% | Dec 2024 |
|
| Advisory Services Network | 67k | $4.2M | 31% | Dec 2024 |
|
| Napatree Capital | 66k | $4.1M | 34% | Dec 2024 |
|
| Campbell Deegan Wealth Management | 66k | $4.1M | 100% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 65k | $4.0M | 363% | Dec 2024 |
|
| Financial Management Professionals | 65k | $3.9M | 50% | Mar 2025 |
|
| Whipplewood Advisors | 63k | $172k | 100% | Mar 2025 |
|
| Harbor Investment Advisory | 63k | $3.8M | 4% | Mar 2025 |
|
| Renasant Bank | 62k | $3.9M | -47% | Dec 2024 |
|
| Tyler-Stone Wealth Management | 59k | $3.6M | 78% | Dec 2024 |
|
| Apollon Wealth Management | 58k | $3.6M | 187% | Dec 2024 |
|
| Penney Financial | 58k | $3.6M | 100% | Dec 2024 |
|
| Hughes Financial Services | 56k | $3.5M | 100% | Dec 2024 |
|
| Palumbo Wealth Management | 56k | $3.5M | 100% | Dec 2024 |
|
| Echo Wealth Management | 56k | $3.5M | 7% | Dec 2024 |
|
| 3EDGE Asset Management | 54k | $3.4M | 100% | Dec 2024 |
|
| Coppell Advisory Solutions | 53k | $3.3M | 17% | Dec 2024 |
|
| Flagship Harbor Advisors | 53k | $3.3M | 5% | Dec 2024 |
|
| Bright Futures Wealth Management | 51k | $3.2M | 100% | Dec 2024 |
|
| Atria Wealth Solutions | 51k | $3.1M | 100% | Dec 2024 |
|
| Retirement Guys Formula | 48k | $3.0M | 100% | Dec 2024 |
|
| Stifel Financial | 47k | $2.9M | 209% | Dec 2024 |
|
| Kennedy Investment Group | 47k | $2.9M | 22% | Dec 2024 |
|
| Perigon Wealth Management | 46k | $2.9M | 127% | Dec 2024 |
|
| Milestone Asset Management | 46k | $2.8M | 100% | Mar 2025 |
|
| Shore Point Advisors | 44k | $2.7M | 14% | Dec 2024 |
|
| H D Vest Advisory Services | 44k | $2.7M | 685% | Dec 2024 |
|
| Park Place Capital Corp | 44k | $2.7M | -52% | Dec 2024 |
|
| Renaissance Technologies | 43k | $2.6M | -23% | Dec 2024 |
|
| Oak Harbor Wealth Partners | 42k | $2.6M | 107% | Dec 2024 |
|
| Clear Creek Financial Management | 41k | $2.6M | 106% | Dec 2024 |
|
| HBW Advisory Services | 41k | $2.5M | 18% | Mar 2025 |
|
| Sprinkle Financial Consultants | 41k | $2.4M | 474% | Mar 2025 |
|
| Firestone Capital Management | 41k | $2.5M | 149% | Dec 2024 |
|
| Great Valley Advisor Group | 39k | $2.4M | 137% | Dec 2024 |
|
| Thoroughbred Financial Services | 35k | $2.2M | 18% | Dec 2024 |
|
| Captrust Financial Advisors | 35k | $2.1M | 48% | Dec 2024 |
|
| IAG Wealth Partners | 34k | $2.0M | 2% | Mar 2025 |
|
| Townsquare Capital | 34k | $2.1M | 11% | Dec 2024 |
|
| Strategic Financial Concepts | 34k | $2.1M | 74% | Dec 2024 |
|
| Paladin Advisory Group | 34k | $2.0M | 676% | Mar 2025 |
|
| Vista Private Wealth Partners | 33k | $2.0M | 15% | Dec 2024 |
|
| Smartleaf Asset Management | 31k | $1.9M | 28% | Dec 2024 |
|
| Ausdal Financial Partners | 31k | $1.9M | 100% | Dec 2024 |
|
| Concurrent Investment Advisors | 30k | $1.9M | 31% | Dec 2024 |
|
| Stratos Wealth Partners | 30k | $1.9M | 22% | Dec 2024 |
|
| Farther Finance Advisors | 30k | $1.8M | 100% | Mar 2025 |
|
| MAI Wealth Advisors | 29k | $1.8M | 106% | Dec 2024 |
|
| Foundations Investment Advisors | 28k | $1.7M | 24% | Dec 2024 |
|
| Stratos Wealth Advisors | 27k | $1.7M | 73% | Dec 2024 |
|
| Evolution Wealth Advisors | 27k | $1.7M | 100% | Dec 2024 |
|
| Financial Advocates Investment Management | 26k | $1.6M | 100% | Dec 2024 |
|
| Patriot Financial Group Insurance Agency | 25k | $1.5M | 80% | Mar 2025 |
|
| Grant Private Wealth Management | 25k | $1.5M | 100% | Dec 2024 |
|
| Ohe Financial | 25k | $1.5M | 21% | Dec 2024 |
|
| Purkiss Capital Advisors | 22k | $1.4M | 100% | Dec 2024 |
|
| Smallwood Wealth Investment Management | 22k | $1.4M | 130% | Dec 2024 |
|
| Paladin Wealth | 21k | $1.3M | -34% | Mar 2025 |
|
| Vienna Asset Management | 21k | $1.3M | 29% | Dec 2024 |
|
| Security National Bank | 20k | $1.3M | 5% | Dec 2024 |
|
| Smith, Moore & Co. | 20k | $1.2M | 100% | Dec 2024 |
|
| Martin Worley Group | 19k | $1.2M | 100% | Dec 2024 |
|
| Bedel Financial Consulting | 19k | $1.2M | 22% | Dec 2024 |
|
| Susquehanna International | 19k | $1.2M | -83% | Dec 2024 |
|
| DeDora Capital | 19k | $1.2M | 22% | Dec 2024 |
|
| Kestra Advisory Services | 19k | $1.1M | 164% | Dec 2024 |
|
| Members Wealth | 18k | $1.1M | -26% | Mar 2025 |
|
| Independent Advisor Alliance | 18k | $1.1M | 100% | Dec 2024 |
|
| John W. Brooker & Co., CPAs | 18k | $1.1M | 2% | Dec 2024 |
|
| Mayfair Advisory Group | 18k | $1.1M | 100% | Dec 2024 |
|
| Apexium Financial | 18k | $1.1M | 99% | Dec 2024 |
|
| Legacy Investment Solutions | 18k | $1.1M | -48% | Dec 2024 |
|
| Legacy Wealth Managment | 18k | $1.1M | -48% | Dec 2024 |
|
| Lakeridge Wealth Management | 18k | $1.0M | 21% | Mar 2025 |
|
| Breakwater Capital Group | 17k | $1.0M | 32% | Mar 2025 |
|
| Davenport & Co | 17k | $1.1M | 185% | Dec 2024 |
|
| Mascagni Wealth Management | 17k | $1.0M | 100% | Dec 2024 |
|
| Integras Partners | 17k | $1.0M | 100% | Dec 2024 |
|
| SCBT Financial Corporation | 16k | $1.0M | 25% | Dec 2024 |
|
| Money Concepts Capital Corp | 7.8k | $486k | -53% | Dec 2024 |
|
| Focus Financial Network | 7.6k | $456k | -59% | Mar 2025 |
|
| Mach-1 Financial Group | 4.9k | $306k | -91% | Dec 2024 |
|
| Stephens Consulting | 4.4k | $262k | -95% | Mar 2025 |
|
| Cary Street Partner Investment Advisory | 896.00 | $56k | -99% | Dec 2024 |
|
Who sold out of J P Morgan Exchange Traded F?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Atria Investments | Sep 2024 | 157k | $9.6M |
| Calton & Associates | Sep 2024 | 50k | $3.0M |
| Unique Wealth | Dec 2024 | 39k | $2.4M |
| Hrt Financial | Sep 2024 | 24k | $1.5M |