J P MORGAN EXCHANGE TRADED F (HELO) is held by 64 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling HELO?

In Q2 2026, 31 institutions opened or increased positions in J P MORGAN EXCHANGE TRADED F while 35 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on HELO?

HoldingsIntel scores J P MORGAN EXCHANGE TRADED F across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 2 of the 4 carrying data for HELO. In Q2 2026, the institutional leg showed net outflows: 31 buying versus 35 selling.

How many hedge funds hold HELO?

64 institutional investors report holding J P MORGAN EXCHANGE TRADED F (HELO) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into HELO?

As of Q2 2026, tracked institutions in J P MORGAN EXCHANGE TRADED F show 31 buyers versus 35 sellers — net outflows.

J P MORGAN EXCHANGE TRADED F

HELO·46654Q724·US·ETF-13D/G

Holders

(10 Elite)

$1.8B

Total Value

47% (66)

Consensus

31 buying - 35 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 64 funds

10 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists Aug 11, 2026 · Congress none

ActivistFMForvis Mazars Wealth Advisors, LLC5.8%Aug 11, 2026

View all activist filings

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	Action
LPL Financial LLC	Increased	3.6M(+4.5%)	$244.3M	0.1%	+12.34%	32
Bank of New York Mellon Corp	Increased	2.4M(+5.9%)	$159.5M	0.0%	+9.31%	32
BANK OF AMERICA CORP /DE/	Decreased	2.3M(-3.7%)	$157.5M	0.0%	+13.76%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	1.9M(+9.5%)	$127.7M	0.2%	+11.36%	40
RAYMOND JAMES FINANCIAL INC	Increased	1.9M(+2.5%)	$126.8M	0.0%	+10.95%	31
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.7M(-32.6%)	$116.8M	0.0%	+14.45%	0
Cetera Investment Advisers	Increased	1.7M(+6.0%)	$113.5M	0.1%	+11.96%	38
AMERIPRISE FINANCIAL INC	Increased	1.2M(+25.2%)	$82.7M	0.0%	+5.05%	37
OSAIC HOLDINGS, INC.	Decreased	1.1M(-40.7%)	$75.7M	0.1%	+17.01%	0
HighTower Advisors, LLC	Increased	1M(+2.7%)	$69.7M	0.1%	+15.92%	30
UBS Group AG	Decreased	878,512(-4.4%)	$59.4M	0.0%	+13.58%	0
FWFocus Partners Wealth	Increased	824,518(+5.6%)	$55.7M	0.1%	+14.13%	31
RWA WEALTH PARTNERS, LLC	Increased	763,321(+7.7%)	$51.6M	0.5%	+11.15%	38
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	694,764(-7.3%)	$47M	0.1%	+15.13%	0
MML INVESTORS SERVICES, LLC	Increased	554,895(+20.6%)	$37.5M	0.1%	+14.90%	35
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	523,484(+16.6%)	$35.4M	0.2%	+8.75%	40
ROYAL BANK OF CANADA	Decreased	505,473(-1.1%)	$34.2M	0.0%	+12.75%	0
JPMORGAN CHASE & CO	Decreased	505,952(-7.0%)	$34.1M	0.0%	+12.70%	0
STIFEL FINANCIAL CORP	Decreased	433,529(-0.8%)	$29.3M	0.0%	+12.82%	0
Private Advisor Group, LLC	Increased	414,322(+56.9%)	$28M	0.1%	+9.34%	49

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HELOJ P MORGAN EXCHANGE TRADED F

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

J P MORGAN EXCHANGE TRADED F

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