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HELOHELO
11 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in J P MORGAN EXCHANGE TRADED F

OSAIC HOLDINGS, INC. holds 1.1M shares of HELO (J P MORGAN EXCHANGE TRADED F), worth $75.7M as of 2026-Q2. The position was decreased (-40.7% shares). HELO represents 0.1% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$75.7M

Current Shares

1.1M

Total Value Change

+$73.9M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.1M
-40.7%
$75.7M0.1%$67.58
0
2026-Q1
Decreased
1.9M
-4.8%
$120.7M0.2%$66.26
0
2025-Q4
Decreased
2M
-31.4%
$131.9M0.2%$66.80
0
2025-Q3
Decreased
2.9M
-3.7%
$187.7M0.3%$64.85
0
2025-Q2
Increased
3M
+1.1%
$188.3M0.3%$62.30
37
2025-Q1
Increased
3M
+21.1%
$177.7M0.4%$59.25
44
2024-Q4
Increased
2.5M
+2.2%
$152.5M0.3%$61.73
37
2024-Q3
Increased
2.4M
+714.8%
$147.1M0.3%$60.37
58
2024-Q2
Increased
295,182
+117.4%
$17.3M0.0%$57.94
46
2024-Q1
Increased
135,790
+288.1%
$7.6M0.0%$55.30
44
2023-Q4
New
34,985
-
$1.9M0.0%$52.19
36

Other major holders of HELO: LPL Financial LLC, ROYAL BANK OF CANADA, ENVESTNET ASSET MANAGEMENT INC

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