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HELOHELO
9 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in J P MORGAN EXCHANGE TRADED F

Yes. LPL Financial holds 3,615,195 shares of HELO, worth $244.3M, as of its Q2 2026 13F filing. It increased the position by 156,242 shares (+4.5%) from Q1 2026. LPL Financial has held HELO since Q2 2024, across 9 quarterly 13F filings. HELO is 0.1% of LPL Financial's reported 13F portfolio.

Current Value

$244.3M

Current Shares

3.6M

Total Value Change

+$234.5M

Total Shares Change

+3.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.6M
+4.5%
$244.3M0.1%$67.58
32
2026-Q1
Increased
3.5M
+8.4%
$221.1M0.1%$66.26
33
2025-Q4
Increased
3.2M
+20.8%
$211.9M0.1%$66.80
37
2025-Q3
Increased
2.6M
+10.3%
$171.6M0.1%$64.85
34
2025-Q2
Increased
2.4M
+22.2%
$149.8M0.0%$62.30
36
2025-Q1
Increased
2M
+64.1%
$116.9M0.0%$59.25
44
2024-Q4
Increased
1.2M
+99.9%
$74M0.0%$61.73
48
2024-Q3
Increased
597,136
+254.8%
$36.5M0.0%$60.37
47
2024-Q2
New
168,277
-
$9.9M0.0%$57.94
38

Other major holders of HELO: OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC

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