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Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in J P MORGAN EXCHANGE TRADED F

Cetera Investment Advisers holds 1.7M shares of HELO (J P MORGAN EXCHANGE TRADED F), worth $113.5M as of 2026-Q2. The position was increased (+6.0% shares). HELO represents 0.1% of Cetera Investment Advisers's portfolio.

Current Value

$113.5M

Current Shares

1.7M

Total Value Change

+$66.9M

Total Shares Change

+916,546

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.7M
+6.0%
$113.5M0.1%$67.58
38
2026-Q1
Increased
1.6M
+70.8%
$101.3M0.1%$66.26
53
2025-Q4
Increased
927,434
+24.3%
$61.6M0.1%$66.80
36
2025-Q3
Decreased
745,883
-47.3%
$48.5M0.1%$64.85
0
2025-Q2
Decreased
1.4M
-6.6%
$88.6M0.1%$62.30
0
2025-Q1
Increased
1.5M
+56.5%
$90.5M0.2%$59.25
51
2024-Q4
Increased
968,518
+27.0%
$60.1M0.1%$61.73
44
2024-Q3
Increased
762,535
+305.6%
$46.6M0.1%$60.37
56

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

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