Position history for RWA WEALTH PARTNERS, LLC's holdings in J P MORGAN EXCHANGE TRADED F
RWA WEALTH PARTNERS, LLC holds 708,571 shares of HELO (J P MORGAN EXCHANGE TRADED F), worth $45.3M as of 2026-Q1. The position was decreased (-8.8% shares). HELO represents 0.5% of RWA WEALTH PARTNERS, LLC's portfolio.
Current Value
$45.3M
Current Shares
708,571
Total Value Change
-$9.4M
Total Shares Change
-164,828
Other major holders of HELO: LPL Financial LLC, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 708,571 |
-8.8% |
| $45.3M |
| 0.5% |
| $66.26 |
0 |
| 2025-Q4 | Decreased | 777,372 | -8.3% | $51.6M | 0.6% | $66.80 | 0 |
| 2025-Q3 | Decreased | 848,042 | -2.9% | $55.1M | 0.6% | $64.85 | 0 |
| 2025-Q2 | New | 873,399 | - | $54.7M | 0.7% | $62.30 | 57 |