HELO: J P Morgan Exchange Traded F insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
390 institutions reported holding $3.08B of J P Morgan Exchange Traded F on Form 13F (386 the quarter before). 33 opened a new position and 26 sold out. Shares held by institutions: -4%.
| Largest holders | Shares | Value |
|---|---|---|
| LPL Financial LLC | 3,615,195 | $244.31M |
| Forvis Mazars Wealth Advisors, LLC | 3,326,812 | $224.83M |
| Bank of New York Mellon Corp | 2,360,277 | $159.51M |
| BANK OF AMERICA CORP /DE/ | 2,330,627 | $157.50M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,868,372 | $127.67M |
| RAYMOND JAMES FINANCIAL INC | 1,876,569 | $126.82M |
| ENVESTNET ASSET MANAGEMENT INC | 1,727,596 | $116.75M |
| Cetera Investment Advisers | 1,679,081 | $113.47M |
| AMERIPRISE FINANCIAL INC | 1,223,032 | $82.65M |
| OSAIC HOLDINGS, INC. | 1,120,018 | $75.70M |
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