HELO — J P Morgan Exchange Traded F 机构持仓 · 2026年Q3

Name: 谁持有 HELO？19 家机构、1.1 亿美元（2026年Q3）
Creator: ko.io

谁持有 J P Morgan Exchange Traded F（HELO）？2026年Q3（报告期截至 2026-09-30）共有 19 家机构在 SEC 13F 申报中报告持有，合计 1.08 亿美元。前几大持有机构：Peterson Wealth Advisors, LLC（5,320.00 万美元）、Apella Capital, LLC（1,850.00 万美元）、Avidian Wealth Enterprises, LLC（1,020.00 万美元）。

排名	机构	市值	股数	变动
1	Peterson Wealth Advisors, LLC	$53.2M	769,019	增持
2	Apella Capital, LLC	$18.5M	265,342	新建仓
3	Avidian Wealth Enterprises, LLC	$10.2M	147,481	减持
4	Sprinkle Financial Consultants LLC	$10.0M	145,012	增持
5	Cooper Financial Group	$4.4M	63,043	减持
6	Sincerus Advisory, LLC	$3.6M	51,583	增持
7	YHB Investment Advisors, Inc.	$2.0M	28,914	减持
8	Farther Finance Advisors, LLC	$1.3M	18,293	增持
9	BAKER TILLY WEALTH MANAGEMENT, LLC	$1.2M	17,299	增持
10	Breakwater Capital Group	$938,932	13,574	增持
11	AVAII WEALTH MANAGEMENT, LLC	$739,296	10,650	增持
12	CoreCap Advisors, LLC	$656,354	9,489	增持
13	Balefire, LLC	$426,502	6,166	新建仓
14	Athena Wealth Management, LLC	$287,285	4,153	减持
15	Capital Advisors Wealth Management, LLC	$267,150	3,862	增持
16	Castle Rock Wealth Management, LLC	$241,048	3,446	增持
17	Atlas Brown,Inc.	$220,685	3,190	新建仓
18	GILPIN WEALTH MANAGEMENT, LLC	$116,967	1,691	增持
19	TITLEIST ASSET MANAGEMENT, LLC	$0	0	清仓

来源：SEC 13F 申报文件 · 截至 2026-09-30