HELO J P MORGAN EXCHANGE TRADED F: institutional ownership and insider trading
422 funds reported holding $3.33B of J P MORGAN EXCHANGE TRADED F in their latest 13F filings; in Q2 2026 funds net sold $121M, with 33 new positions and 26 funds selling out.
Largest institutional holders of HELO
- Forvis Mazars Wealth Advisors, LLC — $251M
- LPL Financial LLC — $244M
- Bank of New York Mellon Corp (BK, BK-PK) — $160M
- BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $158M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $137M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $127M
- ENVESTNET ASSET MANAGEMENT INC — $117M
- Cetera Investment Advisers — $113M
- AMERIPRISE FINANCIAL INC (AMP) — $82.7M
- OSAIC HOLDINGS, INC. — $75.7M
5%+ owners
- Forvis Mazars Wealth Advisors, LLC: 5.8% (Schedule 13G, filed Aug 11, 2026)
Who owns the most HELO stock?
The largest institutional holders of J P MORGAN EXCHANGE TRADED F in the latest 13F filings are Forvis Mazars Wealth Advisors, LLC ($251M), LPL Financial LLC ($244M), Bank of New York Mellon Corp (BK, BK-PK) ($160M).