# J P MORGAN EXCHANGE TRADED F (HELO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HELO/

- Reporting holders: 18
- Reported value: $108.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $53.2M | 769,019 | 6.2% | 12 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $18.5M | 265,342 | 0.2% | 1 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $10.2M | 147,481 | 0.3% | 3 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $10.0M | 145,012 | 3.9% | 12 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $4.4M | 63,043 | 0.3% | 12 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $3.6M | 51,583 | 2.3% | 8 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $2.0M | 28,914 | 0.1% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.3M | 18,293 | 0.0% | 7 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $1.2M | 17,299 | 0.2% | 7 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $938.9K | 13,574 | 0.1% | 12 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $739.3K | 10,650 | 0.2% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $656.4K | 9,489 | 0.0% | 8 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $426.5K | 6,166 | 0.1% | 1 |
| [Athena Wealth Management, LLC](https://holderbook.com/funds/2128243-athena-wealth-management-llc/) | $287.3K | 4,153 | 0.2% | 4 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $267.1K | 3,862 | 0.0% | 4 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $241.0K | 3,446 | 0.0% | 5 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $220.7K | 3,190 | 0.1% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $117.0K | 1,691 | 0.1% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $108.2M |
| Q2 2026 | 390 | $3.3B |
| Q1 2026 | 383 | $3.2B |
| Q4 2025 | 375 | $3.0B |
| Q3 2025 | 344 | $2.9B |
| Q2 2025 | 324 | $2.9B |
| Q1 2025 | 297 | $2.3B |
| Q4 2024 | 273 | $57.6B |
| Q3 2024 | 206 | $1.4B |
| Q2 2024 | 152 | $728.5M |
| Q1 2024 | 100 | $330.5M |
| Q4 2023 | 50 | $144.8M |