13F Insight
DOSSIER · 13F Holders · Q3 2026
HELO

J P MORGAN EXCHANGE TRADED F

416 institutions still hold J P MORGAN EXCHANGE TRADED F as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46654Q724·416 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$2.0B
visible holders
Holders
416
filers reporting
Concentration
12.85%
Forvis Mazars Wealth Advisors, LLC #1
top holder share
AI Holders Summary · Q3 2026

416 institutions reported HELO in Q3 2026. Forvis Mazars Wealth Advisors, LLC leads at 12.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$251M3.6M4.13%Q3 202602
LPL Financial LLC
CIK 0001403438
$244M3.6M0.05%Q2 202603
Bank of New York Mellon Corp
CIK 0001390777
$160M2.4M0.03%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$158M2.3M0.01%Q2 202605
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$137M2.0M0.20%Q3 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$127M1.9M0.03%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$117M1.7M0.03%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$113M1.7M0.10%Q2 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$83M1.2M0.02%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$76M1.1M0.09%Q2 202611
HighTower Advisors, LLC
CIK 0001462245
$70M1.0M0.07%Q2 202612
UBS Group AG
CIK 0001610520
$59M879K0.01%Q2 202613
Focus Partners Wealth
CIK 0001542153
$56M825K0.06%Q2 202614
Peterson Wealth Advisors, LLC
CIK 0001713558
$53M769K6.17%Q3 202615
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$52M763K0.49%Q2 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$47M695K0.06%Q2 202617
CGC Financial Services, LLC
CIK 0001992785
$46M665K10.20%Q3 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$37M555K0.08%Q2 202619
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$35M523K0.19%Q2 202620
ROYAL BANK OF CANADA
CIK 0001000275
$34M505K0.01%Q2 2026
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