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 | 3.6M | $244M | 5% | Jun 2026 |
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| BKD Wealth Advisors | 3.3M | $225M | 15% | Jun 2026 |
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| Bank of New York Mellon | 2.4M | $160M | 6% | Jun 2026 |
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| Bank of America Corporation | 2.3M | $158M | -4% | Jun 2026 |
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| Raymond James Financial | 1.9M | $127M | 3% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 1.9M | $128M | 100% | Jun 2026 |
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| Envestnet Asset Management | 1.7M | $117M | -33% | Jun 2026 |
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| Cetera Investment Advisers | 1.7M | $114M | 6% | Jun 2026 |
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| Ameriprise Financial | 1.2M | $83M | 25% | Jun 2026 |
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| Advisor Group Holdings | 1.1M | $76M | -41% | Jun 2026 |
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| HighTower Advisors | 1.0M | $70M | 3% | Jun 2026 |
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| UBS Group | 879k | $59M | -4% | Jun 2026 |
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| Colony | 825k | $56M | 6% | Jun 2026 |
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| Adviser Investments | 763k | $52M | 8% | Jun 2026 |
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| Peterson Wealth Advisors | 733k | $50M | 4% | Jun 2026 |
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| Commonwealth Equity Services | 695k | $47M | -7% | Jun 2026 |
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| CGC Financial Services | 665k | $45M | -39% | Jun 2026 |
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| Taylor Securities Services | 605k | $41M | -13% | Jun 2026 |
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| Mml Investors Services | 555k | $38M | 21% | Jun 2026 |
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| United Capital Financial Advisers | 524k | $35M | 17% | Jun 2026 |
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| Jpmorgan Chase & Co | 506k | $34M | 100% | Jun 2026 |
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| Royal Bank of Canada | 506k | $34M | -1% | Jun 2026 |
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| Cambridge Investment Research Advisors | 489k | $33M | 20% | Jun 2026 |
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| Stifel Financial | 434k | $29M | -1% | Jun 2026 |
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| Private Advisor | 414k | $28M | 57% | Jun 2026 |
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| Gail Mannix | 380k | $26M | 60% | Jun 2026 |
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| Advisory Services Network | 372k | $25M | 18% | Jun 2026 |
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| Brookstone Capital Management | 358k | $24M | 20% | Jun 2026 |
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| Garrett Wealth Advisory Group | 308k | $21M | 6% | Jun 2026 |
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| Joseph Group Capital Management | 308k | $21M | 100% | Jun 2026 |
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| Pinnacle Wealth Management Advisory | 293k | $20M | 58% | Jun 2026 |
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| Longview Financial Advisors | 289k | $20M | 8% | Jun 2026 |
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| Campbell Deegan Wealth Management | 277k | $19M | 5% | Jun 2026 |
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| HTG Investment Advisors | 267k | $18M | 2% | Jun 2026 |
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| Carr Financial Group Corp | 264k | $18M | 6% | Jun 2026 |
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| Leo Wealth | 244k | $16M | -5% | Mar 2026 |
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| Central Trust & Investment | 224k | $15M | 10% | Jun 2026 |
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| Aspire Capital Advisors | 205k | $14M | 2% | Jun 2026 |
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| Cary Street Partners Financial | 202k | $14M | -9% | Jun 2026 |
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| Patten & Patten | 201k | $14M | -5% | Jun 2026 |
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| Signature | 197k | $13M | -5% | Jun 2026 |
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| WealthPlan Investment Management | 196k | $13M | -3% | Jun 2026 |
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| Capital Planning Advisors | 193k | $12M | 3% | Mar 2026 |
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| Goss Wealth Management | 186k | $13M | -9% | Jun 2026 |
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| SNS Financial | 186k | $13M | 100% | Jun 2026 |
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| Crewe Advisors | 184k | $12M | 2% | Jun 2026 |
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| Wick Capital Partners | 176k | $12M | 0% | Jun 2026 |
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| Owl Creek Wealth Partners | 174k | $12M | 4% | Jun 2026 |
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| Streettalk Advisors | 174k | $12M | 2% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 174k | $12M | 1% | Jun 2026 |
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| MAI Wealth Advisors | 171k | $12M | 19% | Jun 2026 |
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| Aire Advisors | 161k | $11M | 10% | Jun 2026 |
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| Warren Averett Asset Management | 160k | $11M | 1% | Jun 2026 |
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| SCBT Financial Corporation | 158k | $11M | 1% | Jun 2026 |
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| Archford Capital Strategies | 158k | $11M | 9% | Jun 2026 |
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| Orrstown Financial Services | 156k | $11M | 6% | Jun 2026 |
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| Daymark Wealth Partners | 152k | $10M | 33% | Jun 2026 |
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| Curtis Advisory Group | 151k | $10M | 1% | Jun 2026 |
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| Lifelong Wealth Advisors | 150k | $10M | 1% | Jun 2026 |
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| Visionary Wealth Advisors | 146k | $9.8M | -10% | Jun 2026 |
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| Kestra Advisory Services | 145k | $9.8M | -5% | Jun 2026 |
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| Thrivent Financial for Lutherans | 138k | $9.3M | 5% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 136k | $9.2M | -17% | Jun 2026 |
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| Alaska Permanent Capital Management | 129k | $8.7M | 5% | Jun 2026 |
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| Philip James Wealth Mangement | 125k | $8.4M | -5% | Jun 2026 |
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| Prairieview Wealth Partners | 123k | $8.3M | 3% | Jun 2026 |
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| Kestra Private Wealth Services | 122k | $8.2M | -13% | Jun 2026 |
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| Sprinkle Financial Consultants | 120k | $8.1M | 18% | Jun 2026 |
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| Allegheny Financial Group | 118k | $7.5M | 51% | Mar 2026 |
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| Oak Wealth Advisors | 113k | $7.7M | 0% | Jun 2026 |
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| Legacy Financial Group | 112k | $7.6M | -88% | Jun 2026 |
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| Compass Financial Services | 110k | $7.4M | 12% | Jun 2026 |
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| Change Path | 110k | $7.4M | -40% | Jun 2026 |
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| Smallwood Wealth Investment Management | 107k | $7.2M | 20% | Jun 2026 |
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| Planned Solutions | 107k | $7.2M | -3% | Jun 2026 |
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| Fiduciary Alliance | 106k | $7.2M | 5% | Jun 2026 |
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| Crusonia Wealth Advisors | 105k | $7.1M | -6% | Jun 2026 |
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| Hughes Financial Services | 102k | $6.9M | 1% | Jun 2026 |
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| TCG Advisory Services | 101k | $6.8M | -4% | Jun 2026 |
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| Integrity Alliance | 98k | $6.6M | -1% | Jun 2026 |
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| SkyView Investment Advisors | 97k | $6.2M | 13% | Mar 2026 |
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| Resources Investment Advisors | 96k | $6.5M | 5% | Jun 2026 |
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| MONECO Advisors | 94k | $6.4M | -9% | Jun 2026 |
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| Bluedoor Private Wealth | 94k | $6.4M | -23% | Jun 2026 |
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| Palumbo Wealth Management | 92k | $6.2M | 2% | Jun 2026 |
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| Summit Financial | 90k | $6.1M | -17% | Jun 2026 |
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| DeDora Capital | 88k | $5.9M | 17% | Jun 2026 |
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| MLG Wealth Management DBA Pine Grove Financial Group | 85k | $5.8M | 3% | Jun 2026 |
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| Feltz Wealth PLAN | 84k | $5.7M | -9% | Jun 2026 |
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| APCM Wealth Management for Individuals | 83k | $5.6M | 2% | Jun 2026 |
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| ValMark Advisers | 81k | $5.5M | 8% | Jun 2026 |
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| Capital Investment Advisory Services | 81k | $5.5M | 18% | Jun 2026 |
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| Integrated Wealth Concepts | 80k | $5.4M | -51% | Jun 2026 |
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| Foundations Investment Advisors | 79k | $5.3M | 13% | Jun 2026 |
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| Bradley, Foster & Sargent | 78k | $5.3M | 15% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 77k | $5.2M | 35% | Jun 2026 |
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| Perigon Wealth Management | 74k | $5.0M | 9% | Jun 2026 |
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| Financial Management Professionals | 73k | $4.9M | 8% | Jun 2026 |
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| Firestone Capital Management | 72k | $4.9M | 9% | Jun 2026 |
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| Strategic Financial Concepts | 68k | $4.5M | -16% | Jun 2026 |
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| Gotham Asset Management | 66k | $4.5M | 0% | Jun 2026 |
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| Wealth Advisors of Tampa Bay | 64k | $4.4M | 3% | Jun 2026 |
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| Cooper Financial Group | 63k | $4.3M | -31% | Jun 2026 |
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| Mach-1 Financial Group | 62k | $4.2M | -6% | Jun 2026 |
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| McLaughlin Asset Management | 61k | $4.1M | 75% | Jun 2026 |
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| Renasant Bank | 61k | $4.1M | 3% | Jun 2026 |
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| Echo Wealth Management | 58k | $3.9M | 5% | Jun 2026 |
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| Coppell Advisory Solutions | 58k | $98.469100 | 100% | Jun 2026 |
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| USAdvisors Wealth Management | 57k | $3.8M | -54% | Jun 2026 |
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| Beacon Pointe Advisors | 55k | $3.7M | -1% | Jun 2026 |
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| Equitable Holdings | 54k | $3.6M | 15% | Jun 2026 |
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| Penney Financial | 53k | $3.6M | -22% | Jun 2026 |
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| Paladin Advisory Group | 53k | $3.6M | -1% | Jun 2026 |
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| Oak Harbor Wealth Partners | 53k | $3.5M | -30% | Jun 2026 |
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| Ameritas Advisory Services | 52k | $3.5M | 166% | Jun 2026 |
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| Tradition Wealth Management | 52k | $3.5M | 3% | Jun 2026 |
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| Park Place Capital Corp | 51k | $3.5M | 0% | Jun 2026 |
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| Cary Street Partner Investment Advisory | 51k | $3.4M | 46% | Jun 2026 |
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| Cresset Asset Management | 50k | $3.4M | 20% | Jun 2026 |
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| Harbor Investment Advisory | 49k | $3.3M | -1% | Jun 2026 |
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| Harbour Investments | 48k | $3.2M | 6% | Jun 2026 |
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| Coordinated Financial Services | 46k | $2.9M | -3% | Mar 2026 |
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| Mcdonald Partners | 46k | $3.1M | 47% | Jun 2026 |
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| Sincerus Advisory | 45k | $3.0M | 11% | Jun 2026 |
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| Shore Point Advisors | 45k | $3.0M | -8% | Jun 2026 |
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| Envestnet Portfolio Solutions | 45k | $3.0M | -53% | Jun 2026 |
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| Janney Montgomery Scott | 45k | $3.0M | 10% | Jun 2026 |
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| CLS Investments | 44k | $3.0M | -27% | Jun 2026 |
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| Convergence Financial | 44k | $2.9M | 8% | Jun 2026 |
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| Purkiss Capital Advisors | 43k | $2.9M | 8% | Jun 2026 |
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| Selby Wealth Management | 42k | $2.8M | 4% | Jun 2026 |
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| Davenport & Co | 41k | $2.8M | -8% | Jun 2026 |
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| Clear Creek Financial Management | 41k | $2.8M | -10% | Jun 2026 |
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| Interchange Capital Partners | 41k | $2.8M | 320% | Jun 2026 |
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| RFG Advisory | 40k | $2.7M | -11% | Jun 2026 |
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| Kennedy Investment Group | 40k | $2.7M | -1% | Jun 2026 |
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| Milestone Asset Management | 40k | $2.7M | 9% | Jun 2026 |
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| Arwa | 39k | $2.6M | 24% | Jun 2026 |
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| Yarger Wealth Strategies | 37k | $2.4M | 60% | Mar 2026 |
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| Indivisible Partners | 36k | $2.4M | 3% | Jun 2026 |
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| Captrust Financial Advisors | 36k | $2.4M | -8% | Jun 2026 |
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| Thoroughbred Financial Services | 36k | $2.4M | 0% | Jun 2026 |
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| Great Valley Advisor Group | 36k | $2.4M | -83% | Jun 2026 |
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| Advyzon Investment Management | 35k | $2.4M | -13% | Jun 2026 |
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| Clarity Retirement & Wealth | 35k | $2.4M | -28% | Jun 2026 |
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| Wells Fargo & Company | 35k | $2.3M | 4024% | Jun 2026 |
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| Vise Technologies | 34k | $2.3M | 46% | Jun 2026 |
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| Pine Valley Investments Ltd Liability | 34k | $2.3M | -7% | Jun 2026 |
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| Stratos Wealth Partners | 34k | $2.3M | -26% | Jun 2026 |
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| Marshall & Sterling Wealth Advisors | 33k | $2.2M | -41% | Jun 2026 |
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| Larch Capital Partners | 31k | $2.1M | -12% | Jun 2026 |
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| Patriot Financial Group Insurance Agency | 30k | $2.0M | -52% | Jun 2026 |
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| YHB Investment Advisors | 30k | $2.0M | -12% | Jun 2026 |
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| Grant Private Wealth Management | 29k | $2.0M | -12% | Jun 2026 |
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| SK Wealth Management | 28k | $1.9M | -42% | Jun 2026 |
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| Skyline Advisors | 28k | $1.9M | -70% | Jun 2026 |
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| Paul Damon & Associates | 25k | $1.7M | -49% | Jun 2026 |
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| Beto Financial Group | 24k | $1.7M | -28% | Jun 2026 |
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| Avaii Wealth Management | 11k | $716k | -92% | Jun 2026 |
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| Triad Wealth Partners | 4.7k | $325k | -98% | Jun 2026 |
|
Who sold out of J P Morgan Exchange Traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mariner Wealth Advisors | Mar 2026 | 329k | $21M |
| Jane Street | Mar 2026 | 52k | $3.3M |
| Independent Advisor Alliance | Mar 2026 | 48k | $3.1M |