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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Institutional Ownership

JPMorgan Hedged Equity Laddered Overlay ETF logo
$59.39 -0.19 (-0.32%)
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Institutional Ownership Changes (13F Filings) for JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Number of
Institutional Buyers
(last 12 months)
239
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$64.57M
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HELO Institutional Buying and Selling by Quarter

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JPMorgan Hedged Equity Laddered Overlay ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Mascagni Wealth Management Inc.16,895$1.05M0.9%N/A0.037%
3/17/2025 Wealth Enhancement Advisory Services LLC1,031,582$64.00M0.1%+17.1%2.280%
3/17/2025Members Wealth LLC24,962$1.57M1.2%N/A0.055%
3/11/2025 Campbell Deegan Wealth Management LLC66,205$4.11M4.9%N/A0.146%
3/10/2025 Mattson Financial Services LLC88,919$5.44M1.7%+117.8%0.197%
3/3/2025 SK Wealth Management LLC277,694$17.23M8.8%+4.0%2.564%
2/27/2025 Skyline Advisors Inc.185,676$11.52M4.5%N/A1.714%
2/25/2025 B. Riley Wealth Advisors Inc.5,130$318K0.0%-15.0%0.047%
2/24/2025 Hall Capital Management Co. Inc.6,614$410K0.2%N/A0.061%
2/24/2025 Great Valley Advisor Group Inc.38,896$2.41M0.1%+137.2%0.359%
2/21/2025 WNY Asset Management LLC8,404$521K0.1%N/A0.078%
2/17/2025 Waverly Advisors LLC147,634$9.16M0.1%N/A1.363%
2/17/2025 Vienna Asset Management LLC20,879$1.30M0.9%+28.8%0.193%
2/17/2025 Visionary Wealth Advisors166,662$10.34M0.6%+42.3%1.539%
2/17/2025 Royal Bank of Canada415,841$25.80M0.0%+34.4%3.840%
2/17/2025 Focus Partners Wealth592,679$36.87M0.1%+12.5%5.473%
2/17/2025 Cambridge Investment Research Advisors Inc.502,120$31.15M0.1%-22.2%4.636%
2/17/2025 Cetera Investment Advisers968,518$60.09M0.1%+27.0%8.943%
2/17/2025 Cahill Financial Advisors Inc.24,476$1.52M0.2%+20.9%0.226%
2/17/2025 Captrust Financial Advisors34,455$2.14M0.0%+47.7%0.318%
2/17/2025 Cary Street Partners Financial LLC220,721$13.69M0.4%N/A2.038%
2/17/2025 Ancora Advisors LLC10,265$637K0.0%+240.2%0.095%
2/14/2025 Jane Street Group LLC71,083$4.41M0.0%+18.8%0.656%
2/14/2025 Comerica Bank11,925$740K0.0%+193.4%0.110%
2/14/2025 Firestone Capital Management40,802$2.53M0.6%+149.3%0.377%
2/14/2025 Beacon Pointe Advisors LLC4,874$302K0.0%-32.5%0.045%
2/14/2025 Oak Wealth Advisors LLC81,314$5.05M3.9%N/A0.751%
2/14/2025 Capital Analysts LLC2,374$147K0.0%N/A0.022%
2/14/2025 Coppell Advisory Solutions LLC53,060$3.30M0.5%+16.8%0.490%
2/14/2025 Stifel Financial Corp47,225$2.93M0.0%+209.1%0.436%
2/14/2025 OneDigital Investment Advisors LLC75,125$4.66M0.1%+97.1%0.694%
2/14/2025 Tradition Wealth Management LLC9,175$569K0.1%+12.3%0.085%
2/14/2025 MML Investors Services LLC331,492$20.57M0.1%+15.6%3.061%
2/14/2025 Mach 1 Financial Group LLC4,933$306K0.6%-91.3%0.046%
2/14/2025 Allred Capital Management LLC6,233$387K0.1%N/A0.058%
2/13/2025 NewEdge Advisors LLC10,617$659K0.0%N/A0.098%
2/13/2025 Resurgent Financial Advisors LLC6,596$409K0.2%-7.4%0.061%
2/13/2025 United Capital Financial Advisors LLC12,710$789K0.0%N/A0.117%
2/13/2025 CreativeOne Wealth LLC169,775$10.53M0.3%+47.8%1.568%
2/13/2025 Mariner LLC236,438$14.67M0.0%+9.3%2.183%
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2/13/2025 Sagespring Wealth Partners LLC951,140$59.01M0.6%N/A8.782%
2/13/2025 Townsquare Capital LLC34,121$2.12M0.0%+11.1%0.315%
2/13/2025 Legacy Investment Solutions LLC17,530$1.10M0.6%-47.5%0.162%
2/13/2025 Mountain Capital Investment Advisors Inc.4,847$304K0.1%+32.5%0.045%
2/13/2025 Advisory Services Network LLC67,118$4.16M0.1%+31.2%0.620%
2/13/2025 Renaissance Technologies LLC42,456$2.63M0.0%-22.7%0.392%
2/13/2025 Waterloo Capital L.P.9,837$610K0.1%+35.7%0.091%
2/13/2025 Envestnet Asset Management Inc.1,538,267$95.43M0.0%+10.4%14.204%
2/13/2025 Smith Moore & CO.20,121$1.25M0.1%N/A0.186%
2/12/2025 Thoroughbred Financial Services LLC34,898$2.17M0.1%+17.6%0.322%
2/12/2025 Grant Private Wealth Management Inc24,615$1.53M1.6%N/A0.227%
2/12/2025 Martin Worley Group19,185$1.19M0.7%N/A0.177%
2/12/2025 Milestone Investment Advisors LLC94,236$5.85M1.6%+26.0%0.870%
2/12/2025 Tradewinds LLC.11,400$718K0.2%N/A0.105%
2/12/2025 Riggs Capital Management LLC5,186$322K0.3%N/A0.048%
2/12/2025 Vertex Planning Partners LLC238,146$14.78M3.3%N/A2.199%
2/12/2025 Orion Portfolio Solutions LLC92,483$5.74M0.1%-3.8%0.854%
2/12/2025 JPMorgan Chase & Co.1,361,256$84.45M0.0%+296.6%12.569%
2/12/2025 Tyler Stone Wealth Management58,702$3.64M0.6%+77.6%0.542%
2/12/2025 Ausdal Financial Partners Inc.30,578$1.90M0.2%N/A0.282%
2/12/2025 Aire Advisors LLC113,945$7.07M1.5%+20.6%1.052%
2/11/2025 Insight 2811 Inc.8,165$507K0.3%N/A0.075%
2/11/2025 Modern Wealth Management LLC238,139$15.01M0.5%N/A2.199%
2/11/2025 Interchange Capital Partners LLC9,947$617K0.2%N/A0.092%
2/11/2025 Napatree Capital LLC66,374$4.12M2.4%+33.7%0.613%
2/11/2025 LPL Financial LLC1,193,554$74.05M0.0%+99.9%11.021%
2/11/2025 HUB Investment Partners LLC122,606$7.61M0.3%-2.3%1.132%
2/11/2025 Bank of Marin8,207$509K0.4%-1.9%0.076%
2/10/2025 Thrivent Financial for Lutherans128,132$8.06M0.0%+16.9%1.183%
2/10/2025 Axxcess Wealth Management LLC8,140$505K0.0%N/A0.075%
2/10/2025 Cozad Asset Management Inc.9,592$595K0.1%N/A0.089%
2/10/2025 Signaturefd LLC225,559$13.99M0.3%+151.7%2.083%
2/10/2025 SouthState Corp16,229$1.01M0.1%+24.8%0.150%
2/10/2025 Patten & Patten Inc. TN256,639$15.92M1.1%+8.8%2.370%
2/10/2025 Harbour Investments Inc.647$40K0.0%+46.7%0.006%
2/10/2025 Envestnet Portfolio Solutions Inc.65,075$4.04M0.0%+363.0%0.601%
2/10/2025 Hughes Financial Services LLC56,384$3.50M0.7%N/A0.521%
2/10/2025 Renasant Bank62,417$3.87M2.5%-46.8%0.576%
2/10/2025 Integras Partners LLC16,573$1.03M0.9%N/A0.153%
2/10/2025 Commonwealth Equity Services LLC309,691$19.21M0.0%+114.2%2.860%
2/10/2025 Madison Wealth Partners Inc4,718$293K0.1%+13.4%0.044%
2/10/2025 Avantax Advisory Services Inc.44,197$2.74M0.0%+685.2%0.408%
2/7/2025 HighTower Advisors LLC743,345$46.12M0.1%+17.0%6.864%
2/7/2025 Independent Advisor Alliance18,325$1.14M0.0%N/A0.169%
2/7/2025 Coordinated Financial Services Inc.15,451$959K0.7%N/A0.143%
2/7/2025 Axis Wealth Partners LLC5,605$348K0.3%N/A0.052%
2/7/2025 Oak Harbor Wealth Partners LLC42,355$2.63M0.8%+106.9%0.391%
2/6/2025 Raymond James Financial Inc.1,171,513$72.68M0.0%N/A10.817%
2/6/2025 Assetmark Inc.718$45K0.0%N/A0.007%
2/6/2025 Steward Partners Investment Advisory LLC1,919$119K0.0%+670.7%0.018%
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2/6/2025 Bedel Financial Consulting Inc.18,805$1.18M0.2%+21.6%0.174%
2/5/2025 Smartleaf Asset Management LLC30,630$1.90M0.2%+28.1%0.283%
2/5/2025 Purkiss Capital Advisors LLC22,202$1.38M1.2%N/A0.205%
2/5/2025 Dynasty Wealth Management LLC1,025,631$63.63M1.1%N/A9.470%
2/5/2025 Private Trust Co. NA6,878$427K0.0%+23.3%0.064%
2/5/2025 Convergence Financial LLC27,071$1.68M0.3%+8.1%0.250%
2/5/2025 Whipplewood Advisors LLC2,823$175K0.1%N/A0.026%
2/5/2025 Sincerus Advisory LLC29,077$1.80M1.9%N/A0.268%
2/4/2025 Brown Financial Advisors94,840$5.88M2.4%-26.7%0.876%
2/4/2025 Pine Valley Investments Ltd Liability Co115,310$7.15M0.4%+11.8%1.065%
(Data available from 1/1/2016 forward)

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HELO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HELO shares?

During the previous two years, 249 institutional investors and hedge funds held shares of JPMorgan Hedged Equity Laddered Overlay ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($95.43M), Forvis Mazars Wealth Advisors LLC ($85.96M), JPMorgan Chase & Co. ($84.45M), LPL Financial LLC ($74.05M), Gradient Investments LLC ($73.47M), Raymond James Financial Inc. ($72.68M), and CGC Financial Services LLC ($64.44M).Learn more on HELO's institutional investors.

Which institutional investors have been buying JPMorgan Hedged Equity Laddered Overlay ETF stock?

Of the 242 institutional investors that purchased JPMorgan Hedged Equity Laddered Overlay ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($3.03M), Gradient Investments LLC ($1.20M), Raymond James Financial Inc. ($1.17M), JPMorgan Chase & Co. ($1.11M), Wealth Enhancement Advisory Services LLC ($1.03M), Dynasty Wealth Management LLC ($1.03M), and CGC Financial Services LLC ($1.01M).

How much institutional buying is happening at JPMorgan Hedged Equity Laddered Overlay ETF?

Institutional investors have bought a total of 26,281,148 shares in the last 24 months. This purchase volume represents approximately $1.58B in transactions.

Which JPMorgan Hedged Equity Laddered Overlay ETF major shareholders have been selling company stock?

Of the 28 institutional investors that sold JPMorgan Hedged Equity Laddered Overlay ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($468.09K), Cambridge Investment Research Advisors Inc. ($227.66K), Renasant Bank ($54.81K), Mach 1 Financial Group LLC ($51.92K), Park Place Capital Corp ($48.34K), Brown Financial Advisors ($34.52K), and Daymark Wealth Partners LLC ($34.52K).

How much institutional selling is happening at JPMorgan Hedged Equity Laddered Overlay ETF?

Institutional investors have sold a total of 1,059,149 shares in the last 24 months. This volume of shares sold represents approximately $65.06M in transactions.


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This page (NYSEARCA:HELO) was last updated on 3/31/2025 by MarketBeat.com Staff
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