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 | 3.5M | $221M | 8% | Mar 2026 |
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| BKD Wealth Advisors | 2.9M | $185M | 10% | Mar 2026 |
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| Envestnet Asset Management | 2.6M | $164M | 37% | Mar 2026 |
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| Bank of America Corporation | 2.4M | $155M | 100% | Mar 2026 |
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| Bank of New York Mellon | 2.2M | $143M | 10% | Mar 2026 |
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| Advisor Group Holdings | 2.0M | $132M | -31% | Dec 2025 |
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| Raymond James Financial | 1.7M | $116M | 27% | Dec 2025 |
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| Cetera Investment Advisers | 1.6M | $101M | 71% | Mar 2026 |
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| CGC Financial Services | 1.1M | $70M | 0% | Mar 2026 |
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| HighTower Advisors | 1.0M | $64M | 5% | Mar 2026 |
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| Ameriprise Financial | 977k | $62M | 32% | Mar 2026 |
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| Legacy Financial Group | 967k | $62M | 1% | Mar 2026 |
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| UBS Group | 919k | $59M | 3% | Mar 2026 |
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| Colony | 772k | $51M | 5% | Dec 2025 |
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| Commonwealth Equity Services | 749k | $48M | 8% | Mar 2026 |
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| Taylor Securities Services | 749k | $50M | 100% | Dec 2025 |
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| Adviser Investments | 709k | $45M | -9% | Mar 2026 |
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| Peterson Wealth Advisors | 706k | $45M | 3% | Mar 2026 |
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| Royal Bank of Canada | 511k | $33M | 11% | Mar 2026 |
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| Mml Investors Services | 460k | $29M | -8% | Mar 2026 |
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| United Capital Financial Advisers | 449k | $29M | 9% | Mar 2026 |
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| Stifel Financial | 437k | $28M | 3% | Mar 2026 |
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| Cambridge Investment Research Advisors | 407k | $26M | -34% | Mar 2026 |
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| Mariner Wealth Advisors | 329k | $21M | 4% | Mar 2026 |
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| Brookstone Capital Management | 298k | $19M | 24% | Mar 2026 |
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| Garrett Wealth Advisory Group | 292k | $19M | 100% | Mar 2026 |
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| Triad Wealth Partners | 281k | $18M | 54% | Mar 2026 |
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| Longview Financial Advisors | 267k | $17M | 6% | Mar 2026 |
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| Campbell Deegan Wealth Management | 265k | $17M | 4% | Mar 2026 |
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| Private Advisor | 264k | $17M | -25% | Mar 2026 |
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| HTG Investment Advisors | 262k | $17M | 1% | Mar 2026 |
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| Carr Financial Group Corp | 250k | $16M | 15% | Mar 2026 |
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| Leo Wealth | 244k | $16M | -5% | Mar 2026 |
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| Gail Mannix | 238k | $15M | 105% | Mar 2026 |
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| Advisory Services Network | 227k | $15M | 12% | Dec 2025 |
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| Cary Street Partners Financial | 223k | $14M | -8% | Mar 2026 |
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| Great Valley Advisor Group | 213k | $14M | 1% | Mar 2026 |
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| Patten & Patten | 212k | $14M | -13% | Mar 2026 |
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| Signature | 208k | $13M | -23% | Mar 2026 |
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| Goss Wealth Management | 205k | $13M | -2% | Mar 2026 |
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| Central Trust & Investment | 203k | $13M | -6% | Mar 2026 |
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| Aspire Capital Advisors | 202k | $13M | 4% | Mar 2026 |
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| WealthPlan Investment Management | 202k | $13M | -5% | Mar 2026 |
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| Capital Planning Advisors | 193k | $12M | 3% | Mar 2026 |
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| Pinnacle Wealth Management Advisory | 185k | $12M | 106% | Mar 2026 |
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| Change Path | 183k | $12M | -9% | Mar 2026 |
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| Crewe Advisors | 180k | $12M | 19% | Mar 2026 |
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| Wick Capital Partners | 176k | $11M | 1% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 172k | $11M | 1% | Mar 2026 |
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| Streettalk Advisors | 170k | $11M | 100% | Mar 2026 |
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| Owl Creek Wealth Partners | 167k | $11M | 100% | Mar 2026 |
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| Integrated Wealth Concepts | 163k | $10M | -18% | Mar 2026 |
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| Visionary Wealth Advisors | 162k | $10M | -13% | Mar 2026 |
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| Warren Averett Asset Management | 158k | $11M | 3% | Dec 2025 |
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| SCBT Financial Corporation | 156k | $10M | 7% | Mar 2026 |
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| Kestra Advisory Services | 153k | $9.8M | 26% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 152k | $10M | 16% | Dec 2025 |
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| Curtis Advisory Group | 150k | $9.6M | 1% | Mar 2026 |
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| Lifelong Wealth Advisors | 148k | $9.4M | 4% | Mar 2026 |
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| Orrstown Financial Services | 147k | $9.4M | 23% | Mar 2026 |
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| Aire Advisors | 146k | $9.4M | 3% | Mar 2026 |
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| Archford Capital Strategies | 145k | $9.3M | 888% | Mar 2026 |
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| MAI Wealth Advisors | 143k | $9.1M | 35% | Mar 2026 |
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| Kestra Private Wealth Services | 141k | $9.0M | -4% | Mar 2026 |
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| Avaii Wealth Management | 131k | $8.4M | 1% | Mar 2026 |
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| Philip James Wealth Mangement | 131k | $8.4M | -33% | Mar 2026 |
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| Thrivent Financial for Lutherans | 131k | $8.4M | 1% | Mar 2026 |
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| USAdvisors Wealth Management | 123k | $7.8M | 7% | Mar 2026 |
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| Bluedoor Private Wealth | 123k | $7.8M | 100% | Mar 2026 |
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| Alaska Permanent Capital Management | 122k | $7.8M | 10% | Mar 2026 |
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| Prairieview Wealth Partners | 120k | $7.6M | 3% | Mar 2026 |
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| Allegheny Financial Group | 118k | $7.5M | 51% | Mar 2026 |
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| Daymark Wealth Partners | 114k | $7.3M | 3% | Mar 2026 |
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| Oak Wealth Advisors | 113k | $7.2M | 7% | Mar 2026 |
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| Crusonia Wealth Advisors | 111k | $7.1M | 11% | Mar 2026 |
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| Planned Solutions | 110k | $7.0M | 0% | Mar 2026 |
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| Summit Financial | 108k | $6.9M | -3% | Mar 2026 |
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| TCG Advisory Services | 105k | $6.7M | -1% | Mar 2026 |
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| MONECO Advisors | 104k | $6.7M | -9% | Mar 2026 |
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| Sprinkle Financial Consultants | 102k | $6.5M | 40% | Mar 2026 |
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| Fiduciary Alliance | 101k | $6.7M | 12% | Mar 2026 |
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| Hughes Financial Services | 101k | $6.4M | 0% | Mar 2026 |
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| Integrity Alliance | 99k | $6.3M | 2% | Mar 2026 |
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| Compass Financial Services | 98k | $6.2M | 204% | Mar 2026 |
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| Envestnet Portfolio Solutions | 95k | $6.1M | 13% | Mar 2026 |
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| Skyline Advisors | 94k | $6.0M | -49% | Mar 2026 |
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| Feltz Wealth PLAN | 93k | $5.9M | -18% | Mar 2026 |
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| Cooper Financial Group | 92k | $5.9M | 8% | Mar 2026 |
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| Resources Investment Advisors | 91k | $5.8M | 34% | Mar 2026 |
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| Palumbo Wealth Management | 90k | $5.8M | 8% | Mar 2026 |
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| Smallwood Wealth Investment Management | 89k | $5.7M | 8% | Mar 2026 |
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| SkyView Investment Advisors | 85k | $5.7M | 1191% | Dec 2025 |
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| APCM Wealth Management for Individuals | 81k | $5.2M | 5% | Mar 2026 |
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| Strategic Financial Concepts | 80k | $5.1M | 100% | Mar 2026 |
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| ValMark Advisers | 76k | $4.8M | 524% | Mar 2026 |
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| DeDora Capital | 75k | $4.8M | 9% | Mar 2026 |
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| Bradley, Foster & Sargent | 75k | $5.0M | 2% | Dec 2025 |
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| Oak Harbor Wealth Partners | 75k | $4.8M | 2% | Mar 2026 |
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| Beacon Pointe Advisors | 71k | $4.7M | -6% | Dec 2025 |
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| Foundations Investment Advisors | 70k | $4.5M | 29% | Mar 2026 |
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| Capital Investment Advisory Services | 69k | $4.4M | 56% | Mar 2026 |
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| Penney Financial | 68k | $4.3M | 7% | Mar 2026 |
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| Financial Management Professionals | 68k | $4.3M | 7% | Mar 2026 |
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| Perigon Wealth Management | 67k | $4.3M | 5% | Mar 2026 |
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| Gotham Asset Management | 66k | $4.2M | 0% | Mar 2026 |
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| Mach-1 Financial Group | 66k | $4.2M | 3% | Mar 2026 |
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| Firestone Capital Management | 66k | $4.2M | 11% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 63k | $4.0M | 99% | Mar 2026 |
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| CLS Investments | 61k | $3.9M | -7% | Mar 2026 |
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| Wealth Advisors of Tampa Bay | 60k | $4.0M | -8% | Dec 2025 |
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| Renasant Bank | 60k | $3.8M | 0% | Mar 2026 |
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| Coppell Advisory Solutions | 58k | $3.9M | 7% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 57k | $3.7M | -40% | Mar 2026 |
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| Marshall & Sterling Wealth Advisors | 57k | $3.6M | 100% | Mar 2026 |
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| Echo Wealth Management | 55k | $3.5M | -22% | Mar 2026 |
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| Paladin Advisory Group | 54k | $3.4M | -2% | Mar 2026 |
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| Jane Street | 52k | $3.3M | 100% | Mar 2026 |
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| Park Place Capital Corp | 51k | $3.3M | 16% | Mar 2026 |
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| Harbor Investment Advisory | 50k | $3.2M | 16% | Mar 2026 |
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| Paul Damon & Associates | 49k | $3.2M | 33% | Mar 2026 |
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| Shore Point Advisors | 49k | $3.1M | 0% | Mar 2026 |
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| Clarity Retirement & Wealth | 49k | $3.1M | 100% | Mar 2026 |
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| Independent Advisor Alliance | 48k | $3.1M | 100% | Mar 2026 |
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| SK Wealth Management | 47k | $3.0M | -11% | Mar 2026 |
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| Equitable Holdings | 47k | $3.1M | 29% | Mar 2026 |
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| Coordinated Financial Services | 46k | $2.9M | -3% | Mar 2026 |
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| Clear Creek Financial Management | 46k | $2.9M | 1% | Mar 2026 |
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| Stratos Wealth Partners | 46k | $2.9M | -17% | Mar 2026 |
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| RFG Advisory | 46k | $2.9M | 7% | Mar 2026 |
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| Harbour Investments | 45k | $2.9M | 3% | Mar 2026 |
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| Davenport & Co | 45k | $2.9M | 16% | Mar 2026 |
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| Cresset Asset Management | 42k | $2.7M | 32% | Mar 2026 |
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| Pine Valley Investments Ltd Liability | 42k | $2.8M | -70% | Dec 2025 |
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| Sincerus Advisory | 41k | $2.6M | 10% | Mar 2026 |
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| Advyzon Investment Management | 41k | $2.6M | 100% | Mar 2026 |
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| Kennedy Investment Group | 41k | $2.6M | -12% | Mar 2026 |
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| Janney Montgomery Scott | 41k | $2.6M | -11% | Mar 2026 |
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| Selby Wealth Management | 40k | $2.6M | 100% | Mar 2026 |
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| Convergence Financial | 40k | $2.7M | 16% | Mar 2026 |
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| Purkiss Capital Advisors | 39k | $2.5M | 11% | Mar 2026 |
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| Captrust Financial Advisors | 39k | $2.6M | -19% | Dec 2025 |
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| Yarger Wealth Strategies | 37k | $2.4M | 60% | Mar 2026 |
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| Milestone Asset Management | 36k | $2.3M | 8% | Mar 2026 |
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| Thoroughbred Financial Services | 36k | $2.3M | 2% | Mar 2026 |
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| McLaughlin Asset Management | 35k | $2.2M | 41% | Mar 2026 |
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| Indivisible Partners | 35k | $2.2M | 100% | Mar 2026 |
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| Cary Street Partner Investment Advisory | 35k | $2.2M | 12% | Mar 2026 |
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| Larch Capital Partners | 35k | $2.2M | -17% | Mar 2026 |
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| Beto Financial Group | 34k | $2.3M | -52% | Mar 2026 |
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| YHB Investment Advisors | 34k | $2.2M | 21% | Mar 2026 |
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| Grant Private Wealth Management | 34k | $2.1M | -12% | Mar 2026 |
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| Sun Financial | 33k | $2.3M | -9% | Mar 2026 |
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| Consolidated Planning Corp | 31k | $2.0M | -91% | Mar 2026 |
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| Vista Private Wealth Partners | 15k | $1.0M | -59% | Mar 2026 |
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| Flagship Harbor Advisors | 14k | $895k | -88% | Mar 2026 |
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| Renaissance Technologies | 12k | $791k | -67% | Dec 2025 |
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| Prevail Innovative Wealth Advisors | 7.9k | $505k | -93% | Mar 2026 |
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| Gradient Investments | 4.1k | $262k | -98% | Mar 2026 |
|
Who sold out of J P Morgan Exchange Traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 2.0M | $135M |
| Jpmorgan Chase & Co | Sep 2025 | 425k | $28M |
| Retirement Guys Formula | Dec 2025 | 51k | $3.4M |