J P MORGAN EXCHANGE TRADED F

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HELO·46654Q724·US·ETF·Unknown - Unknown-13D/G

HELO (J P MORGAN EXCHANGE TRADED F) is held by 62 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($244.3M), Bank of New York Mellon Corp ($159.5M), BANK OF AMERICA CORP /DE/ ($157.5M). Net institutional sentiment: Mixed.

62

Holders

(10 Elite)

$1.8B

Total Value

48% (63)

Consensus

30 buying - 33 selling

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

Smart Money Verdict

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Institutional (13F)34

Insider (Form 4)75

Activist (13D/13G)48

Congressional (STOCK Act)39

Holder Quality

57

★★★★★

Elite

21

★★★★

Strong

65

★★★

Solid

23

★★

Below

86

★

Weak

Held by 62 funds

10 elite

Who's Trading

Source dates: Price Aug 31, 2026 · Insiders none · Activists Aug 11, 2026 · Congress none

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

View all activist filings

Top Holders

Top Holders (62)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	3.6M(+4.5%)	$244.3M	0.1%	+11.49%	32
Bank of New York Mellon Corp	Increased	2.4M(+5.9%)	$159.5M	0.0%	+9.34%	32
BANK OF AMERICA CORP /DE/	Decreased	2.3M(-3.7%)	$157.5M	0.0%	+13.06%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	1.9M(+9.5%)	$127.7M	0.2%	+14.04%	40
RAYMOND JAMES FINANCIAL INC	Increased	1.9M(+2.5%)	$126.8M	0.0%	+10.99%	31
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.7M(-32.6%)	$116.8M	0.0%	+12.68%	0
Cetera Investment Advisers	Increased	1.7M(+6.0%)	$113.5M	0.1%	+9.81%	38
AMERIPRISE FINANCIAL INC	Increased	1.2M(+25.2%)	$82.7M	0.0%	+5.08%	37
OSAIC HOLDINGS, INC.	Decreased	1.1M(-40.7%)	$75.7M	0.1%	+16.48%	0
HighTower Advisors, LLC	Increased	1M(+2.7%)	$69.7M	0.1%	+14.63%	30
UBS Group AG	Decreased	878,512(-4.4%)	$59.4M	0.0%	+12.39%	0
FWFocus Partners Wealth	Increased	824,518(+5.6%)	$55.7M	0.1%	+12.53%	31
RWA WEALTH PARTNERS, LLC	Increased	763,321(+7.7%)	$51.6M	0.5%	+11.19%	38
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	694,764(-7.3%)	$47M	0.1%	+14.21%	0
MML INVESTORS SERVICES, LLC	Increased	554,895(+20.6%)	$37.5M	0.1%	+14.43%	35
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	523,484(+16.6%)	$35.4M	0.2%	—	40
ROYAL BANK OF CANADA	Decreased	505,473(-1.1%)	$34.2M	0.0%	+11.27%	0
JPMORGAN CHASE & CO	Decreased	505,952(-7.0%)	$34.1M	0.0%	+8.78%	0
STIFEL FINANCIAL CORP	Decreased	433,529(-0.8%)	$29.3M	0.0%	+12.39%	0
Private Advisor Group, LLC	Increased	414,322(+56.9%)	$28M	0.1%	+8.95%	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