Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in J P MORGAN EXCHANGE TRADED F
ENVESTNET ASSET MANAGEMENT INC holds 1.9M shares of HELO (J P MORGAN EXCHANGE TRADED F), worth $124.5M as of 2025-Q4. The position was decreased (-32.3% shares). HELO represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.
Current Value
$124.5M
Current Shares
1.9M
Total Value Change
+$100.3M
Total Shares Change
+1.5M
Other major holders of HELO: LPL Financial LLC, OSAIC HOLDINGS, INC.
Decreased |
| 1.9M |
-32.3% |
| $124.5M |
| 0.0% |
| $66.80 |
0 |
| 2025-Q3 | Increased | 2.8M | +7.8% | $179.9M | 0.1% | $64.85 | 33 |
| 2025-Q2 | Increased | 2.6M | +14.5% | $160.5M | 0.0% | $62.30 | 35 |
| 2025-Q1 | Increased | 2.2M | +45.7% | $133.8M | 0.0% | $59.25 | 41 |
| 2024-Q4 | Increased | 1.5M | +10.4% | $95.4M | 0.0% | $61.73 | 33 |
| 2024-Q3 | Increased | 1.4M | +236.2% | $85.2M | 0.0% | $60.37 | 48 |
| 2024-Q2 | Increased | 414,491 | +232.7% | $24.3M | 0.0% | $57.94 | 46 |