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HELOHELO
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Position history for FWFocus Partners Wealth's holdings in J P MORGAN EXCHANGE TRADED F

Focus Partners Wealth holds 824,518 shares of HELO (J P MORGAN EXCHANGE TRADED F), worth $55.7M as of 2026-Q2. The position was increased (+5.6% shares). HELO represents 0.1% of Focus Partners Wealth's portfolio.

Current Value

$55.7M

Current Shares

824,518

Total Value Change

+$23.5M

Total Shares Change

+297,468

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
824,518
+5.6%
$55.7M0.1%$67.58
31
2026-Q1
Increased
780,654
+1.2%
$49.9M0.1%$66.26
30
2025-Q4
Increased
771,724
+5.2%
$50.5M0.1%$66.80
31
2025-Q3
Increased
733,632
+5.6%
$47.7M0.1%$64.85
31
2025-Q2
Increased
694,694
+3.4%
$43.5M0.1%$62.30
30
2025-Q1
Decreased
671,608
-43.4%
$40.1M0.1%$59.25
0
2024-Q4
Increased
1.2M
+125.2%
$73.7M0.1%$61.73
48
2024-Q3
Increased
527,050
+1190.7%
$32.2M0.1%$60.37
56

Other major holders of HELO: LPL Financial LLC, ROYAL BANK OF CANADA, OSAIC HOLDINGS, INC.

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