Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in J P MORGAN EXCHANGE TRADED F
ENVESTNET ASSET MANAGEMENT INC holds 2.6M shares of HELO (J P MORGAN EXCHANGE TRADED F), worth $163.9M as of 2026-Q1. The position was increased (+36.8% shares). HELO represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.
Current Value
$163.9M
Current Shares
2.6M
Total Value Change
+$139.6M
Total Shares Change
+2.1M
Other major holders of HELO: LPL Financial LLC, OSAIC HOLDINGS, INC.
Increased |
| 2.6M |
+36.8% |
| $163.9M |
| 0.0% |
| $66.26 |
40 |
| 2025-Q4 | 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 |