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

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$3.167B
QoQ value delta ($000)
+$53.38M (+1.71%)
Implied price effect (QoQ)
+5.59%
Shares
Total shares
46,914,126
QoQ shares delta
-1,788,636 (-3.67%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 390 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 244,314 3,615,195 0.05%
Forvis Mazars Wealth Advisors, LLC 224,825 3,326,812 3.75%
Bank of New York Mellon Corp 159,507 2,360,277 0.03%
BANK OF AMERICA CORP /DE/ 157,503 2,330,627 0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 127,665 1,868,372 0.21%
RAYMOND JAMES FINANCIAL INC 126,818 1,876,569 0.03%
ENVESTNET ASSET MANAGEMENT INC 116,750 1,727,596 0.03%
Cetera Investment Advisers 113,472 1,679,081 0.1%
AMERIPRISE FINANCIAL INC 82,650 1,223,032 0.02%
OSAIC HOLDINGS, INC. 75,703 1,120,018 0.09%
HighTower Advisors, LLC 69,716 1,031,619 0.07%
UBS Group AG 59,369 878,512 0.01%
Focus Partners Wealth 55,720 824,518 0.06%
RWA WEALTH PARTNERS, LLC 51,585 763,321 0.49%
Peterson Wealth Advisors, LLC 49,531 732,936 5.85%
COMMONWEALTH EQUITY SERVICES, LLC 46,952 694,764 0.06%
CGC Financial Services, LLC 44,937 664,952 10.11%
Taylor Securities Services, Inc. 40,888 605,044 16.63%
MML INVESTORS SERVICES, LLC 37,499 554,895 0.08%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 35,370 523,484 0.19%
ROYAL BANK OF CANADA 34,161 505,473 0.01%
JPMORGAN CHASE & CO 34,086 505,952 0.0%
Cambridge Investment Research Advisors, Inc. 33,075 489,423 0.08%
STIFEL FINANCIAL CORP 29,298 433,529 0.02%
Private Advisor Group, LLC 27,999 414,322 0.13%