J P MORGAN EXCHANGE TRADED F (HELO)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
374
Reporting holders
$3.1B
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $244.3M | 3,615,195 | 0.05% | 9q | +4.5%+$10.6M |
| Forvis Mazars Wealth Advisors, LLC | $224.8M | 3,326,812 | 3.75% | 9q | +15.0%+$29.2M |
| Bank of New York Mellon Corp | $159.5M | 2,360,277 | 0.03% | 5q | +5.9%+$8.8M |
| BANK OF AMERICA CORP /DE/ | $157.5M | 2,330,627 | 0.01% | 6q | -3.7%-$6.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $127.7M | 1,868,372 | 0.21% | 10q | +9.5%+$11.1M |
| RAYMOND JAMES FINANCIAL INC | $126.8M | 1,876,569 | 0.03% | 7q | +2.5%+$3.1M |
| ENVESTNET ASSET MANAGEMENT INC | $116.8M | 1,727,596 | 0.03% | 10q | -32.6%-$56.5M |
| Cetera Investment Advisers | $113.5M | 1,679,081 | 0.10% | 10q | +6.0%+$6.4M |
| AMERIPRISE FINANCIAL INC | $82.7M | 1,223,032 | 0.02% | 4q | -37.4%-$49.4M |
| OSAIC HOLDINGS, INC. | $75.7M | 1,120,018 | 0.09% | 11q | -40.7%-$52.0M |
| HighTower Advisors, LLC | $69.7M | 1,031,619 | 0.07% | 10q | +2.7%+$1.8M |
| UBS Group AG | $59.4M | 878,512 | 0.01% | 10q | -4.4%-$2.8M |
| Focus Partners Wealth | $55.7M | 824,518 | 0.06% | 9q | +5.6%+$3.0M |
| RWA WEALTH PARTNERS, LLC | $51.6M | 763,321 | 0.49% | 5q | +7.7%+$3.7M |
| Peterson Wealth Advisors, LLC | $49.5M | 732,936 | 5.85% | 11q | +3.8%+$1.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $47.0M | 694,764 | 0.06% | 11q | -7.3%-$3.7M |
| CGC Financial Services, LLC | $44.9M | 664,952 | 10.11% | 11q | -39.0%-$28.7M |
| Taylor Securities Services, Inc. | $40.9M | 605,044 | 16.63% | 3q | -13.0%-$6.1M |
| MML INVESTORS SERVICES, LLC | $37.5M | 554,895 | 0.08% | 9q | +20.6%+$6.4M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $35.4M | 523,484 | 0.19% | 7q | +16.6%+$5.0M |
| ROYAL BANK OF CANADA | $34.2M | 505,473 | 0.01% | 9q | -1.1%-$394.0K |
| JPMORGAN CHASE & CO | $34.1M | 505,952 | 0.00% | 10q | -7.0%-$2.5M |
| STIFEL FINANCIAL CORP | $29.3M | 433,529 | 0.02% | 8q | -0.8%-$240.2K |
| Private Advisor Group, LLC | $28.0M | 414,322 | 0.13% | 9q | +56.9%+$10.2M |
| PINNACLE ASSOCIATES LTD | $25.7M | 380,100 | 0.28% | 6q | +60.0%+$9.6M |
| Advisory Services Network, LLC | $25.1M | 372,150 | 0.28% | 9q | +17.5%+$3.8M |
| Brookstone Capital Management | $24.2M | 358,377 | 0.24% | 11q | +20.2%+$4.1M |
| Garrett Wealth Advisory Group, LLC | $20.8M | 308,308 | 3.20% | 2q | +5.6%+$1.1M |
| Joseph Group Capital Management | $20.8M | 307,601 | 4.37% | new | NEW |
| Pinnacle Wealth Management Advisory Group, LLC | $19.8M | 293,065 | 1.18% | 6q | +58.0%+$7.3M |
| Longview Financial Advisors LLC | $19.5M | 288,873 | 9.65% | 7q | +8.3%+$1.5M |
| Campbell Deegan Wealth Management, LLC | $18.7M | 277,002 | 13.27% | 7q | +4.6%+$815.4K |
| HTG Investment Advisors, Inc. | $18.0M | 267,027 | 4.63% | 7q | +2.1%+$370.3K |
| Carr Financial Group Corp | $17.8M | 263,768 | 4.10% | 9q | +5.6%+$948.4K |
| CENTRAL TRUST Co | $15.1M | 223,479 | 0.27% | 10q | +10.0%+$1.4M |
| Aspire Capital Advisors LLC | $13.9M | 205,341 | 2.70% | 10q | +1.7%+$237.1K |
| CARY STREET PARTNERS FINANCIAL LLC | $13.7M | 202,248 | 0.30% | 7q | -9.2%-$1.4M |
| PATTEN & PATTEN INC/TN | $13.6M | 201,158 | 0.72% | 11q | -5.1%-$730.3K |
| SIGNATUREFD, LLC | $13.3M | 197,246 | 0.18% | 8q | -5.1%-$716.4K |
| WealthPlan Investment Management, LLC | $13.2M | 195,672 | 0.66% | 8q | -3.0%-$411.7K |
| NewEdge Advisors, LLC | $12.6M | 185,983 | 0.04% | 7q | -9.4%-$1.3M |
| Bluespring Wealth Management, LLC | $12.6M | 185,879 | 0.24% | new | NEW |
| Crewe Advisors LLC | $12.4M | 183,760 | 0.90% | 5q | +2.3%+$276.3K |
| Wick Capital Partners, LLC | $11.9M | 175,600 | 1.79% | 6q | HELD |
| Owl Creek Wealth Partners LLC | $11.8M | 173,970 | 3.44% | 2q | +4.3%+$482.3K |
| Avidian Wealth Enterprises, LLC | $11.8M | 173,900 | 0.33% | 2q | +2.4%+$270.1K |
| Avior Wealth Management, LLC | $11.7M | 173,665 | 0.31% | 5q | +0.7%+$83.6K |
| MAI Capital Management | $11.5M | 170,900 | 0.04% | 8q | +19.4%+$1.9M |
| Allegheny Financial Group | $11.4M | 169,329 | 1.21% | 5q | +43.9%+$3.5M |
| AIRE ADVISORS, LLC | $10.9M | 160,705 | 1.77% | 9q | +9.8%+$967.9K |
| Waverly Advisors, LLC | $10.8M | 159,599 | 0.06% | 7q | +0.7%+$74.0K |
| SouthState Bank Corp | $10.7M | 158,105 | 0.45% | 9q | +1.4%+$150.1K |
| Archford Capital Strategies, LLC | $10.7M | 157,859 | 1.08% | 9q | +9.0%+$879.1K |
| ORRSTOWN FINANCIAL SERVICES INC | $10.6M | 156,248 | 1.57% | 11q | +6.1%+$606.7K |
| DAYMARK WEALTH PARTNERS, LLC | $10.3M | 152,116 | 0.25% | 11q | +33.2%+$2.6M |
| Curtis Advisory Group, LLC | $10.2M | 151,272 | 1.99% | 11q | +1.0%+$104.8K |
| Lifelong Wealth Advisors, Inc. | $10.1M | 149,775 | 2.38% | 5q | +1.4%+$137.1K |
| Visionary Wealth Advisors | $9.8M | 145,694 | 0.39% | 11q | -10.2%-$1.1M |
| Kestra Advisory Services, LLC | $9.8M | 144,550 | 0.03% | 9q | -5.3%-$547.1K |
| &PARTNERS | $9.2M | 136,304 | 0.04% | 6q | -16.7%-$1.8M |
| Alaska Permanent Capital Management, LLC | $8.7M | 128,528 | 0.57% | 5q | +5.1%+$424.7K |
| Philip James Wealth Mangement, LLC | $8.4M | 124,823 | 0.95% | 11q | -4.8%-$426.5K |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | $8.3M | 122,837 | 6.20% | 8q | +2.8%+$224.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $8.2M | 121,967 | 0.09% | 11q | -13.2%-$1.3M |
| Sprinkle Financial Consultants LLC | $8.1M | 120,333 | 3.19% | 11q | +18.5%+$1.3M |
| Oak Wealth Advisors LLC | $7.7M | 113,336 | 3.67% | 7q | HELD |
| Legacy Financial Group LLC | $7.6M | 112,131 | 0.85% | 10q | -88.4%-$57.8M |
| Compass Financial Services Inc | $7.4M | 109,761 | 2.77% | 6q | +12.4%+$820.1K |
| CreativeOne Wealth, LLC | $7.4M | 109,740 | 0.16% | 10q | -39.9%-$4.9M |
| Smallwood Wealth Investment Management, LLC | $7.2M | 106,768 | 3.15% | 8q | +19.7%+$1.2M |
| Planned Solutions, Inc. | $7.2M | 106,587 | 2.06% | 8q | -3.0%-$222.8K |
| Fiduciary Alliance LLC | $7.2M | 106,062 | 0.48% | 11q | +4.8%+$329.2K |
| Crusonia Wealth Advisors LLC | $7.1M | 105,165 | 1.17% | 3q | -5.6%-$422.6K |
| Hughes Financial Services, LLC | $6.9M | 101,615 | 0.91% | 7q | +1.1%+$72.6K |
| HUB Investment Partners, LLC | $6.8M | 100,775 | 0.12% | 11q | -4.3%-$306.7K |
| INTEGRITY ALLIANCE, LLC. | $6.6M | 98,325 | 0.21% | 4q | -0.8%-$51.1K |
| OneDigital Investment Advisors LLC | $6.5M | 95,728 | 0.05% | 4q | +4.9%+$300.1K |
| MONECO ADVISORS, LLC | $6.4M | 94,384 | 0.39% | 9q | -9.3%-$656.2K |
| BLUEDOOR PRIVATE WEALTH, LLC | $6.4M | 94,221 | 2.68% | 3q | -23.2%-$1.9M |
| Palumbo Wealth Management LLC | $6.2M | 92,274 | 1.31% | 3q | +2.2%+$131.3K |
| Summit Financial, LLC | $6.1M | 89,555 | 0.07% | 4q | -17.0%-$1.2M |
| DeDora Capital, Inc. | $5.9M | 88,005 | 1.29% | 11q | +16.9%+$857.8K |
| WealthPLAN Partners, LLC | $5.7M | 83,971 | 1.08% | 8q | -9.3%-$582.1K |
| Alaska Wealth Advisors, LLC | $5.6M | 82,720 | 0.61% | 5q | +1.7%+$93.3K |
| Valmark Advisers, Inc. | $5.5M | 81,440 | 0.06% | 6q | +7.5%+$386.0K |
| Capital Investment Advisory Services, LLC | $5.5M | 81,209 | 0.34% | 5q | +17.7%+$824.4K |
| Integrated Wealth Concepts LLC | $5.4M | 80,158 | 0.03% | 7q | -50.7%-$5.6M |
| Foundations Investment Advisors, LLC | $5.3M | 78,806 | 0.05% | 10q | +12.9%+$609.3K |
| BRADLEY FOSTER & SARGENT INC/CT | $5.3M | 78,001 | 0.07% | 5q | +14.6%+$671.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.2M | 77,212 | 0.00% | 7q | +35.1%+$1.4M |
| Perigon Wealth Management, LLC | $5.0M | 73,475 | 0.08% | 8q | +9.0%+$410.2K |
| Financial Management Professionals, Inc. | $4.9M | 73,079 | 0.47% | 10q | +7.6%+$349.5K |
| Firestone Capital Management | $4.9M | 71,837 | 0.90% | 9q | +9.2%+$408.3K |
| McLaughlin Asset Management, Inc. | $4.7M | 69,131 | 3.22% | 3q | +96.7%+$2.3M |
| Strategic Financial Concepts, LLC | $4.5M | 67,949 | 1.34% | 2q | -15.5%-$829.3K |
| Gotham Asset Management, LLC | $4.5M | 66,319 | 0.01% | 6q | HELD |
| Wealth Advisors of Tampa Bay, LLC | $4.4M | 64,374 | 1.33% | 4q | +2.6%+$110.0K |
| Cooper Financial Group | $4.3M | 63,317 | 0.35% | 11q | -30.9%-$1.9M |
| Mach-1 Financial Group, LLC | $4.2M | 61,801 | 1.62% | 3q | -6.4%-$285.7K |
| RENASANT BANK | $4.1M | 61,260 | 2.66% | 9q | +2.5%+$101.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-11 | 13G | Forvis Mazars Wealth Advisors, LLC | 5.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 374 | $3.1B | 45,552,488 | 35 | 141 | 133 | 0.0% |
| Q1 2026 | 366 | $3.1B | 48,436,769 | 37 | 160 | 98 | 0.0% |
| Q4 2025 | 355 | $3.0B | 44,532,458 | 32 | 137 | 113 | 0.0% |
| Q3 2025 | 328 | $2.8B | 42,645,682 | 38 | 156 | 98 | 0.0% |
| Q2 2025 | 308 | $2.8B | 44,605,483 | 48 | 144 | 87 | 0.0% |
| Q1 2025 | 280 | $2.2B | 36,450,618 | 44 | 163 | 46 | 0.0% |
| Q4 2024 | 259 | $1.9B | 30,922,353 | 55 | 132 | 28 | 0.0% |
| Q3 2024 | 193 | $1.3B | 22,013,987 | 55 | 108 | 16 | 0.0% |
| Q2 2024 | 139 | $652.5M | 11,137,764 | 59 | 63 | 6 | 0.0% |
| Q1 2024 | 91 | $296.1M | 5,290,327 | 46 | 34 | 6 | 0.0% |
| Q4 2023 | 47 | $143.1M | 2,705,565 | 39 | 0 | 2 | 0.0% |
| Q3 2023 | 5 | $27.0M | 540,965 | 5 | 0 | 0 | 0.0% |