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HELOHELO
10 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in J P MORGAN EXCHANGE TRADED F

Yes. Envestnet holds 1,727,596 shares of HELO, worth $116.8M, as of its Q2 2026 13F filing. It reduced the position by 836,682 shares (-32.6%) from Q1 2026. Envestnet has held HELO since Q1 2024, across 10 quarterly 13F filings.

Current Value

$116.8M

Current Shares

1.7M

Total Value Change

+$109.8M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.7M
-32.6%
$116.8M0.0%$67.49
0
2026-Q1
Increased
2.6M
+36.8%
$163.9M0.0%$66.26
40
2025-Q4
Decreased
1.9M
-32.3%
$124.5M0.0%$66.80
0
2025-Q3
Increased
2.8M
+7.8%
$179.9M0.1%$64.85
33
2025-Q2
Increased
2.6M
+14.5%
$160.5M0.0%$62.30
35
2025-Q1
Increased
2.2M
+45.7%
$133.8M0.0%$59.25
41
2024-Q4
Increased
1.5M
+10.4%
$95.4M0.0%$61.73
33
2024-Q3
Increased
1.4M
+236.2%
$85.2M0.0%$60.37
48
2024-Q2
Increased
414,491
+232.7%
$24.3M0.0%$57.94
46
2024-Q1
New
124,577
-
$7M0.0%$55.30
38

Other major holders of HELO: LPL Financial LLC, OSAIC HOLDINGS, INC.

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