Position history for LPL Financial LLC's holdings in J P MORGAN EXCHANGE TRADED F
LPL Financial LLC holds 3.2M shares of HELO (J P MORGAN EXCHANGE TRADED F), worth $211.9M as of 2025-Q4. The position was increased (++20.8% shares). HELO represents 0.1% of LPL Financial LLC's portfolio.
Current Value
$211.9M
Current Shares
3.2M
Total Value Change
+$202M
Total Shares Change
+3M
Other major holders of HELO: OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC
Increased |
| 3.2M |
+20.8% |
| $211.9M |
| 0.1% |
| $66.80 |
37 |
| 2025-Q3 | Increased | 2.6M | +10.3% | $171.6M | 0.1% | $64.85 | 34 |
| 2025-Q2 | Increased | 2.4M | +22.2% | $149.8M | 0.0% | $62.30 | 36 |
| 2025-Q1 | Increased | 2M | +64.1% | $116.9M | 0.0% | $59.25 | 44 |
| 2024-Q4 | Increased | 1.2M | +99.9% | $74M | 0.0% | $61.73 | 48 |
| 2024-Q3 | Increased | 597,136 | +254.8% | $36.5M | 0.0% | $60.37 | 47 |
| 2024-Q2 | New | 168,277 | - | $9.9M | 0.0% | $57.94 | 38 |