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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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$3.029B
QoQ value delta ($000)
+$216.8M (+7.71%)
Implied price effect (QoQ)
+2.25%
Shares
Total shares
45,584,974
QoQ shares delta
+2,312,213 (+5.34%)
Total shares held by funds (by quarter)

Market chart (HELO)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
LPL Financial LLC 211,882 3,189,556 0.06%
Forvis Mazars Wealth Advisors, LLC 175,165 2,636,850 3.31%
BANK OF AMERICA CORP /DE/ 147,085 2,214,145 0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 135,391 2,021,674 0.18%
Bank of New York Mellon Corp 134,577 2,025,861 0.02%
OSAIC HOLDINGS, INC. 131,936 1,985,981 0.19%
ENVESTNET ASSET MANAGEMENT INC 124,537 1,874,721 0.04%
RAYMOND JAMES FINANCIAL INC 115,732 1,742,174 0.04%
CGC Financial Services, LLC 72,288 1,088,189 19.34%
Legacy Financial Group LLC 64,111 960,623 7.92%
HighTower Advisors, LLC 63,787 960,223 0.07%
Cetera Investment Advisers 61,609 927,434 0.07%
UBS Group AG 59,572 896,778 0.01%
RWA WEALTH PARTNERS, LLC 51,640 777,372 0.56%
Focus Partners Wealth 50,538 771,724 0.06%
Taylor Securities Services, Inc. 49,730 748,609 22.69%
AMERIPRISE FINANCIAL INC 49,205 740,645 0.01%
COMMONWEALTH EQUITY SERVICES, LLC 46,296 696,926 0.06%
Peterson Wealth Advisors, LLC 45,474 684,554 6.06%
Cambridge Investment Research Advisors, Inc. 41,002 617,222 0.11%
MML INVESTORS SERVICES, LLC 33,098 498,241 0.08%
ROYAL BANK OF CANADA 32,700 492,239 0.01%
STIFEL FINANCIAL CORP 28,226 424,907 0.03%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 27,392 412,346 0.16%
JPMORGAN CHASE & CO 26,788 403,251 0.0%