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HELOHELO
9 quarters

Position history for Private Advisor Group, LLCPrivate Advisor Group, LLC's holdings in J P MORGAN EXCHANGE TRADED F

Private Advisor Group, LLC holds 414,322 shares of HELO (J P MORGAN EXCHANGE TRADED F), worth $28M as of 2026-Q2. The position was increased (+56.9% shares). HELO represents 0.1% of Private Advisor Group, LLC's portfolio.

Current Value

$28M

Current Shares

414,322

Total Value Change

+$25.7M

Total Shares Change

+374,830

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
414,322
+56.9%
$28M0.1%$67.58
49
2026-Q1
Decreased
264,014
-24.8%
$16.9M0.1%$66.26
0
2025-Q4
Decreased
351,115
-8.9%
$23.3M0.1%$66.80
0
2025-Q3
Increased
385,369
+51.2%
$25M0.1%$64.85
48
2025-Q2
Increased
254,894
+7.3%
$16M0.1%$62.30
30
2025-Q1
Increased
237,476
+17.3%
$14.2M0.1%$59.25
33
2024-Q4
Increased
202,460
+67.5%
$12.6M0.1%$61.73
41
2024-Q3
Increased
120,894
+206.1%
$7.4M0.0%$60.37
44
2024-Q2
New
39,492
-
$2.3M0.0%$57.94
36

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

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