13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
HELO

J P MORGAN EXCHANGE TRADED F

401 institutions still hold J P MORGAN EXCHANGE TRADED F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46654Q724·401 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.7%
vs prior quarter
13F value held
$1.9B
75.0% inst. owned
of float
Holders
401
-96 QoQ
filers reporting
Activity
+65 / −36
+986 added · −857 reduced
this quarter
Concentration
11.63%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

401 institutions reported HELO in Q1 2026. LPL Financial LLC leads at 11.6% of the visible book. -96 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$221M3.5M0.06%Q1 202602
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$185M2.9M3.51%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$164M2.6M0.04%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$155M2.4M0.01%Q1 202605
Bank of New York Mellon Corp
CIK 0001390777
$142M2.2M0.03%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$121M1.9M0.18%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$117M1.8M0.04%Q1 202608
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$109M1.7M0.22%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$101M1.6M0.11%Q1 202610
CGC Financial Services, LLC
CIK 0001992785
$70M1.1M20.13%Q1 202611
HighTower Advisors, LLC
CIK 0001462245
$64M1.0M0.07%Q1 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$62M977K0.01%Q1 202613
Legacy Financial Group LLC
CIK 0001834011
$62M967K7.77%Q1 202614
UBS Group AG
CIK 0001610520
$59M919K0.01%Q1 202615
Focus Partners Wealth
CIK 0001542153
$51M772K0.06%Q4 202516
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$48M749K0.07%Q1 202617
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$45M709K0.50%Q1 202618
Peterson Wealth Advisors, LLC
CIK 0001713558
$45M706K6.00%Q1 202619
Taylor Securities Services, Inc.
CIK 0002115182
$44M695K20.74%Q1 202620
JPMORGAN CHASE & CO
CIK 0000019617
$34M544K0.00%Q1 2026
Page 1 of 21
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