J P MORGAN EXCHANGE TRADED F (HELO) is held by 68 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling HELO?

In Q1 2026, 45 institutions opened or increased positions in J P MORGAN EXCHANGE TRADED F while 20 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on HELO?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for J P MORGAN EXCHANGE TRADED F.

How many hedge funds hold HELO?

68 institutional investors report holding J P MORGAN EXCHANGE TRADED F (HELO) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into HELO?

As of Q1 2026, tracked institutions in J P MORGAN EXCHANGE TRADED F show 45 buyers versus 20 sellers — net inflows.

J P MORGAN EXCHANGE TRADED F

HELO·46654Q724·US·ETF·Unknown - Unknown

Holders

(11 Elite)

$1.8B

Total Value

69% (65)

Consensus

45 buying - 20 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 68 funds

11 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	3.5M(+8.4%)	$221.1M	0.1%	+9.71%	33
ENVESTNET ASSET MANAGEMENT INC	Increased	2.6M(+36.8%)	$163.9M	0.0%	+10.48%	40
BANK OF AMERICA CORP /DE/	Increased	2.4M(+9.3%)	$154.7M	0.0%	+10.85%	33
Bank of New York Mellon Corp	Increased	2.2M(+10.1%)	$142.5M	0.0%	+7.59%	33
OSAIC HOLDINGS, INC.	Decreased	1.9M(-4.8%)	$120.7M	0.2%	+14.21%	0
RAYMOND JAMES FINANCIAL INC	Increased	1.8M(+5.1%)	$117M	0.0%	+9.03%	32
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	1.7M(-15.6%)	$109.4M	0.2%	+12.95%	0
Cetera Investment Advisers	Increased	1.6M(+70.8%)	$101.3M	0.1%	+8.08%	53
HighTower Advisors, LLC	Increased	1M(+4.6%)	$64.2M	0.1%	+12.73%	31
AMERIPRISE FINANCIAL INC	Increased	976,660(+31.9%)	$62.4M	0.0%	+3.52%	38
UBS Group AG	Increased	919,308(+2.5%)	$58.8M	0.0%	+10.19%	30
FWFocus Partners Wealth	Increased	780,654(+1.2%)	$49.9M	0.1%	+12.18%	30
COMMONWEALTH EQUITY SERVICES, LLC	Increased	749,393(+7.5%)	$47.9M	0.1%	+11.98%	32
RWA WEALTH PARTNERS, LLC	Decreased	708,571(-8.8%)	$45.3M	0.5%	+9.68%	0
JPMORGAN CHASE & CO	Increased	543,744(+34.8%)	$34.4M	0.0%	+8.60%	37
ROYAL BANK OF CANADA	Increased	511,303(+3.9%)	$32.7M	0.0%	+9.26%	30
MML INVESTORS SERVICES, LLC	Decreased	459,978(-7.7%)	$29.4M	0.1%	+14.80%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	448,851(+8.8%)	$28.7M	0.2%	+6.65%	37
STIFEL FINANCIAL CORP	Increased	437,084(+2.9%)	$27.9M	0.0%	+10.19%	30
Mariner, LLC	Increased	329,299(+3.6%)	$21M	0.0%	+13.08%	29