J.P. Morgan Exchange-Traded Fund Trust - HELO

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$3.095B

QoQ value delta ($000)

+$65.59M (+2.17%)

Implied price effect (QoQ)

-4.18%

Total shares

48,609,043

QoQ shares delta

+3,016,725 (+6.62%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 378 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
LPL Financial LLC	221,061	3,458,953	0.06%
Forvis Mazars Wealth Advisors, LLC	184,957	2,894,024	3.51%
ENVESTNET ASSET MANAGEMENT INC	163,883	2,564,278	0.04%
BANK OF AMERICA CORP /DE/	154,672	2,420,158	0.01%
Bank of New York Mellon Corp	142,497	2,229,653	0.03%
OSAIC HOLDINGS, INC.	120,703	1,889,658	0.18%
RAYMOND JAMES FINANCIAL INC	117,001	1,830,717	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	109,421	1,706,244	0.22%
Cetera Investment Advisers	101,255	1,584,346	0.11%
CGC Financial Services, LLC	69,665	1,090,050	20.13%
HighTower Advisors, LLC	64,198	1,004,470	0.07%
AMERIPRISE FINANCIAL INC	62,412	976,660	0.01%
Legacy Financial Group LLC	61,802	967,024	7.77%
UBS Group AG	58,752	919,308	0.01%
Focus Partners Wealth	49,891	780,654	0.06%
COMMONWEALTH EQUITY SERVICES, LLC	47,893	749,393	0.07%
RWA WEALTH PARTNERS, LLC	45,284	708,571	0.5%
Peterson Wealth Advisors, LLC	45,140	706,317	6.0%
Taylor Securities Services, Inc.	44,421	695,057	20.74%
JPMORGAN CHASE & CO	34,435	543,744	0.0%
ROYAL BANK OF CANADA	32,677	511,303	0.01%
MML INVESTORS SERVICES, LLC	29,397	459,978	0.08%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	28,720	448,851	0.18%
STIFEL FINANCIAL CORP	27,933	437,084	0.03%
Cambridge Investment Research Advisors, Inc.	26,021	407,144	0.07%