13F reference period
Q2 2026
Security Snapshot
J.P. Morgan Exchange-Traded Fund Trust - Alternative Investments (HELO) Institutional Ownership
CUSIP: 46654Q724
13F Institutional Holders and Ownership History from Q3 2023 to Q3 2026
Institutions Reporting
388
Shares (Excl. Options)
46.42M
Full value: 46,415,033 · shares · 30 Jun 2026Price
$67.58
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Alternative Investments
- Symbol
- HELO
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 46,415,033
- Total 13F value
- $3,138,172,738
- Portfolio coverage rank
- 0.02%
- Share change
- -1,809,446
- Value change
- -$120,211,167
- Number of holders
- 388
- Shares outstanding
- 58,071,165
- SEC-reported price per share
- $69.98
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- HELO - J.P. Morgan Exchange-Traded Fund Trust - Alternative Investments is tracked under CUSIP 46654Q724.
- 388 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 386 to 388 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$3.11B
Full value: $3,113,657,426 · USD · 31 Mar 2026.$3.14B
Full value: $3,138,172,738 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 388 institutions filings for Q2 2026.
Security key
46654Q724
13F reference period
Q2 2026
13F holders
388
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46654Q724:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
HELO
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Forvis Mazars Wealth Advisors, LLC | 5.8% | $227,091,647 | 3,339,092 | Forvis Mazars Wealth Advisors, LLC | 30 Jun 2026 |
As of 30 Jun 2026,
388
institutional investors reported holding
shares of
J.P. Morgan Exchange-Traded Fund Trust - Alternative Investments (HELO).
This represents
80%
of the company’s total
outstanding shares.
46.42M
Full value: 46,415,033 · shares · 30 Jun 202658.07M
Full value: 58,071,165 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
53%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 6.2% | 3,615,195 | +4.5% | 0.05% | $244,314,860 |
| Forvis Mazars Wealth Advisors, LLC | 5.7% | 3,326,812 | +15% | 3.8% | $224,825,933 |
| Bank of New York Mellon Corp | 4.1% | 2,360,277 | +5.9% | 0.03% | $159,507,511 |
| BANK OF AMERICA CORP /DE/ | 4% | 2,330,627 | -3.7% | 0.01% | $157,503,773 |
| RAYMOND JAMES FINANCIAL INC | 3.2% | 1,876,569 | +2.5% | 0.03% | $126,818,522 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.2% | 1,868,372 | +9.5% | 0.22% | $127,665,859 |
| ENVESTNET ASSET MANAGEMENT INC | 3% | 1,727,596 | -33% | 0.03% | $116,750,912 |
| Cetera Investment Advisers | 2.9% | 1,679,081 | +6% | 0.1% | $113,472,302 |
| AMERIPRISE FINANCIAL INC | 2.1% | 1,223,032 | +25% | 0.02% | $82,650,801 |
| OSAIC HOLDINGS, INC. | 1.9% | 1,120,018 | -41% | 0.09% | $75,703,343 |
| HighTower Advisors, LLC | 1.8% | 1,031,619 | +2.7% | 0.07% | $69,716,786 |
| UBS Group AG | 1.5% | 878,512 | -4.4% | 0.01% | $59,369,841 |
| Focus Partners Wealth | 1.4% | 824,518 | +5.6% | 0.06% | $55,720,970 |
| RWA WEALTH PARTNERS, LLC | 1.3% | 763,321 | +7.7% | 0.49% | $51,585,247 |
| Peterson Wealth Advisors, LLC | 1.3% | 732,936 | +3.8% | 5.9% | $49,531,828 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.2% | 694,764 | -7.3% | 0.06% | $46,952,170 |
| CGC Financial Services, LLC | 1.1% | 664,952 | -39% | 10% | $44,937,477 |
| Taylor Securities Services, Inc. | 1% | 605,044 | -13% | 17% | $40,888,843 |
| MML INVESTORS SERVICES, LLC | 0.96% | 554,895 | +21% | 0.08% | $37,499,834 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 0.9% | 523,484 | +17% | 0.2% | $35,370,420 |
| JPMORGAN CHASE & CO | 0.87% | 505,952 | -7% | 0% | $34,086,005 |
| ROYAL BANK OF CANADA | 0.87% | 505,473 | -1.1% | 0.01% | $34,161,000 |
| Cambridge Investment Research Advisors, Inc. | 0.84% | 489,423 | +20% | 0.07% | $33,075,000 |
| STIFEL FINANCIAL CORP | 0.75% | 433,529 | -0.81% | 0.02% | $29,298,079 |
| Private Advisor Group, LLC | 0.71% | 414,322 | +57% | 0.13% | $27,999,885 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
13
Headline period
Q2 2026
Rows shown
1-13 of 13
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 24,671,059 | $1,707,935,457 | +$111,705,401 | $69.17 | 244 |
| 2026 Q2 | 46,415,033 | $3,138,172,738 | -$120,211,167 | $67.58 | 388 |
| 2026 Q1 | 48,702,762 | $3,113,657,426 | +$179,500,519 | $63.91 | 386 |
| 2025 Q4 | 45,592,317 | $3,029,401,915 | +$37,213,439 | $66.43 | 374 |
| 2025 Q3 | 43,860,135 | $2,850,290,799 | -$34,719,034 | $65.00 | 344 |
| 2025 Q2 | 44,435,775 | $2,781,717,918 | +$407,742,680 | $62.58 | 321 |
| 2025 Q1 | 38,147,710 | $2,275,067,400 | +$351,767,254 | $59.68 | 294 |
| 2024 Q4 | 32,742,235 | $2,031,702,518 | +$468,730,423 | $62.04 | 273 |
| 2024 Q3 | 23,053,356 | $1,409,722,710 | +$659,006,059 | $61.14 | 206 |
| 2024 Q2 | 11,889,657 | $696,516,588 | +$359,994,187 | $58.56 | 151 |
| 2024 Q1 | 5,678,388 | $317,787,629 | +$164,664,719 | $55.97 | 98 |
| 2023 Q4 | 2,736,593 | $144,757,402 | +$114,139,847 | $52.88 | 50 |
| 2023 Q3 | 540,965 | $26,961,231 | +$26,961,231 | $49.84 | 5 |