Position history for OSAIC HOLDINGS, INC.'s holdings in J P MORGAN EXCHANGE TRADED F
OSAIC HOLDINGS, INC. holds 1.9M shares of HELO (J P MORGAN EXCHANGE TRADED F), worth $120.7M as of 2026-Q1. The position was decreased (-4.8% shares). HELO represents 0.2% of OSAIC HOLDINGS, INC.'s portfolio.
Current Value
$120.7M
Current Shares
1.9M
Total Value Change
+$103.4M
Total Shares Change
+1.6M
Other major holders of HELO: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 1.9M |
-4.8% |
| $120.7M |
| 0.2% |
| $66.26 |
0 |
| 2025-Q4 | Decreased | 2M | -31.4% | $131.9M | 0.2% | $66.80 | 0 |
| 2025-Q3 | Decreased | 2.9M | -3.7% | $187.7M | 0.3% | $64.85 | 0 |
| 2025-Q2 | Increased | 3M | +1.1% | $188.3M | 0.3% | $62.30 | 37 |
| 2025-Q1 | Increased | 3M | +21.1% | $177.7M | 0.4% | $59.25 | 44 |
| 2024-Q4 | Increased | 2.5M | +2.2% | $152.5M | 0.3% | $61.73 | 37 |
| 2024-Q3 | Increased | 2.4M | +714.8% | $147.1M | 0.3% | $60.37 | 58 |
| 2024-Q2 | Increased | 295,182 | +117.4% | $17.3M | 0.0% | $57.94 | 46 |