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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Institutional Ownership

JPMorgan Hedged Equity Laddered Overlay ETF logo
$58.00 -0.10 (-0.17%)
Closing price 04/17/2025 04:10 PM Eastern
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$58.04 +0.03 (+0.06%)
As of 04/17/2025 05:09 PM Eastern
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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)
250
Total
Institutional Inflows
(last 12 months)
$1.49B
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$153.78M
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HELO Institutional Buying and Selling by Quarter

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
4/18/2025CENTRAL TRUST Co274,025$16.35M0.4%-4.3%0.590%
4/17/2025Stephens Consulting LLC4,386$262K0.1%-94.9%0.009%
4/17/2025Sagespring Wealth Partners LLC5,189$310K0.0%-99.5%0.011%
4/17/2025Janney Montgomery Scott LLC87,534$5.22M0.0%-3.3%0.188%
4/17/2025Sprinkle Financial Consultants LLC40,811$2.44M1.5%+473.8%0.088%
4/17/2025Cyndeo Wealth Partners LLC41,199$2.46M0.2%-41.2%0.089%
4/17/2025Fortis Advisors LLC4,101$245K0.2%N/A0.009%
4/17/2025Partners Wealth Management LLC15,231$909K1.0%+28.6%0.033%
4/17/2025Grant Private Wealth Management Inc37,149$2.22M2.4%+50.9%0.080%
4/16/2025 Lakeridge Wealth Management LLC17,468$1.04M0.5%+21.5%0.038%
4/16/2025 Avaii Wealth Management LLC165,733$9.89M5.3%N/A0.357%
4/16/2025 IAG Wealth Partners LLC34,312$2.05M0.3%+1.8%0.074%
4/16/2025 Wealth Enhancement Advisory Services LLC1,404,053$83.79M0.2%+36.1%3.023%
4/15/2025 Yarger Wealth Strategies LLC6,547$391K0.2%N/A0.014%
4/15/2025 Members Wealth LLC18,356$1.10M0.8%-26.5%0.040%
4/15/2025 Paladin Advisory Group LLC33,788$2.02M1.6%+675.8%0.073%
4/15/2025 Ulland Investment Advisors LLC3,370$201K0.2%N/A0.007%
4/15/2025 Skyline Advisors Inc.187,060$11.16M4.4%+0.7%0.403%
4/15/2025 Focus Financial Network Inc.7,634$456K0.0%-58.7%0.016%
4/15/2025 Redhawk Wealth Advisors Inc.200,599$11.97M1.6%+2.7%0.432%
4/14/2025 Farther Finance Advisors LLC29,470$1.76M0.0%N/A0.063%
4/14/2025 Daymark Wealth Partners LLC147,200$8.79M0.3%-3.8%0.317%
4/14/2025 CGC Financial Services LLC1,055,367$62.98M24.9%+1.6%2.272%
4/14/2025 Cedar Mountain Advisors LLC2,955$176K0.0%-21.1%0.006%
4/14/2025 Patriot Financial Group Insurance Agency LLC24,940$1.49M0.2%+79.8%0.054%
4/14/2025 Orrstown Financial Services Inc.103,536$6.18M1.5%+18.3%0.223%
4/11/2025 Ehrlich Financial Group3,752$224K0.2%N/A0.008%
4/10/2025 Breakwater Capital Group17,304$1.03M0.2%+31.7%0.037%
4/10/2025 Financial Management Professionals Inc.64,725$3.86M0.5%+50.1%0.139%
4/10/2025 Legacy Financial Group LLC915,803$54.66M8.4%+2.3%1.972%
4/10/2025 Whipplewood Advisors LLC63,329$3.78M1.2%+2,143.3%0.136%
4/9/2025 Planned Solutions Inc.99,286$5.93M2.4%+2.9%0.214%
4/9/2025 Fulton Bank N.A.7,691$459K0.0%N/A0.017%
4/9/2025 HBW Advisory Services LLC41,198$2.46M0.3%+17.6%0.089%
4/9/2025 Paladin Wealth LLC21,374$1.28M1.1%-33.7%0.046%
4/9/2025 Harbor Investment Advisory LLC62,911$3.76M0.3%+4.3%0.135%
4/9/2025 Milestone Asset Management LLC46,231$2.76M0.6%N/A0.100%
4/9/2025 Gradient Investments LLC782,660$46.71M0.9%-33.9%1.685%
4/9/2025 NBC Securities Inc.4,544$271K0.0%+113,500.0%0.010%
4/9/2025 Fiduciary Alliance LLC78,743$4.70M0.5%+4.7%0.170%
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4/9/2025 Baker Tilly Wealth Management LLC6,858$409K0.2%N/A0.015%
4/9/2025 Mechanics Bank Trust Department13,255$791K0.1%+43.3%0.029%
4/8/2025 Parallel Advisors LLC500$30K0.0%N/A0.001%
4/8/2025 Lowe Wealth Advisors LLC2,095$125K0.1%+39.6%0.005%
4/7/2025 AdvisorNet Financial Inc4,723$282K0.0%+9,346.0%0.010%
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%
3/17/2025 Members Wealth LLC24,962$1.57M1.2%N/A0.055%
3/11/2025Campbell Deegan Wealth Management LLC66,205$4.11M4.9%N/A0.146%
3/10/2025Mattson Financial Services LLC88,919$5.44M1.7%+117.8%0.197%
3/3/2025SK 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%
2/25/2025B. Riley Wealth Advisors Inc.5,130$318K0.0%-15.0%0.047%
2/24/2025Hall Capital Management Co. Inc.6,614$410K0.2%N/A0.061%
2/24/2025Great Valley Advisor Group Inc.38,896$2.41M0.1%+137.2%0.359%
2/21/2025WNY Asset Management LLC8,404$521K0.1%N/A0.078%
2/17/2025Waverly Advisors LLC147,634$9.16M0.1%N/A1.363%
2/17/2025Vienna Asset Management LLC20,879$1.30M0.9%+28.8%0.193%
2/17/2025Visionary Wealth Advisors166,662$10.34M0.6%+42.3%1.539%
2/17/2025Royal Bank of Canada415,841$25.80M0.0%+34.4%3.840%
2/17/2025Focus Partners Wealth592,679$36.87M0.1%+12.5%5.473%
2/17/2025Cambridge Investment Research Advisors Inc.502,120$31.15M0.1%-22.2%4.636%
2/17/2025Cetera Investment Advisers968,518$60.09M0.1%+27.0%8.943%
2/17/2025Cahill Financial Advisors Inc.24,476$1.52M0.2%+20.9%0.226%
2/17/2025Captrust Financial Advisors34,455$2.14M0.0%+47.7%0.318%
2/17/2025Cary Street Partners Financial LLC220,721$13.69M0.4%N/A2.038%
2/17/2025Ancora Advisors LLC10,265$637K0.0%+240.2%0.095%
2/14/2025Jane Street Group LLC71,083$4.41M0.0%+18.8%0.656%
2/14/2025Comerica Bank11,925$740K0.0%+193.4%0.110%
2/14/2025Firestone Capital Management40,802$2.53M0.6%+149.3%0.377%
2/14/2025Beacon Pointe Advisors LLC4,874$302K0.0%-32.5%0.045%
2/14/2025Oak Wealth Advisors LLC81,314$5.05M3.9%N/A0.751%
2/14/2025Capital Analysts LLC2,374$147K0.0%N/A0.022%
2/14/2025Coppell Advisory Solutions LLC53,060$3.30M0.5%+16.8%0.490%
2/14/2025Stifel Financial Corp47,225$2.93M0.0%+209.1%0.436%
2/14/2025OneDigital Investment Advisors LLC75,125$4.66M0.1%+97.1%0.694%
2/14/2025Tradition Wealth Management LLC9,175$569K0.1%+12.3%0.085%
2/14/2025MML Investors Services LLC331,492$20.57M0.1%+15.6%3.061%
2/14/2025Mach 1 Financial Group LLC4,933$306K0.6%-91.3%0.046%
2/14/2025Allred Capital Management LLC6,233$387K0.1%N/A0.058%
2/13/2025NewEdge Advisors LLC10,617$659K0.0%N/A0.098%
2/13/2025Resurgent Financial Advisors LLC6,596$409K0.2%-7.4%0.061%
2/13/2025United Capital Financial Advisors LLC12,710$789K0.0%N/A0.117%
2/13/2025CreativeOne Wealth LLC169,775$10.53M0.3%+47.8%1.568%
2/13/2025Mariner LLC236,438$14.67M0.0%+9.3%2.183%
2/13/2025Sagespring Wealth Partners LLC951,140$59.01M0.6%N/A8.782%
2/13/2025Townsquare Capital LLC34,121$2.12M0.0%+11.1%0.315%
2/13/2025Legacy Investment Solutions LLC17,530$1.10M0.6%-47.5%0.162%
2/13/2025Mountain Capital Investment Advisors Inc.4,847$304K0.1%+32.5%0.045%
2/13/2025Advisory Services Network LLC67,118$4.16M0.1%+31.2%0.620%
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2/13/2025Renaissance Technologies LLC42,456$2.63M0.0%-22.7%0.392%
2/13/2025Waterloo Capital L.P.9,837$610K0.1%+35.7%0.091%
2/13/2025Envestnet Asset Management Inc.1,538,267$95.43M0.0%+10.4%14.204%
2/13/2025Smith Moore & CO.20,121$1.25M0.1%N/A0.186%
2/12/2025Thoroughbred Financial Services LLC34,898$2.17M0.1%+17.6%0.322%
2/12/2025Grant Private Wealth Management Inc24,615$1.53M1.6%N/A0.227%
2/12/2025Martin Worley Group19,185$1.19M0.7%N/A0.177%
2/12/2025Milestone Investment Advisors LLC94,236$5.85M1.6%+26.0%0.870%
2/12/2025Tradewinds LLC.11,400$718K0.2%N/A0.105%
2/12/2025Riggs Capital Management LLC5,186$322K0.3%N/A0.048%
(Data available from 1/1/2016 forward)

HELO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HELO shares?

During the previous two years, 260 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), Wealth Enhancement Advisory Services LLC ($83.79M), LPL Financial LLC ($74.05M), Raymond James Financial Inc. ($72.68M), and Dynasty Wealth Management LLC ($63.63M).Learn more on HELO's institutional investors.

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

Of the 253 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), Wealth Enhancement Advisory Services LLC ($1.40M), Gradient Investments LLC ($1.20M), Raymond James Financial Inc. ($1.17M), JPMorgan Chase & Co. ($1.11M), CGC Financial Services LLC ($1.03M), and Dynasty Wealth Management LLC ($1.03M).

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

Institutional investors have bought a total of 27,201,842 shares in the last 24 months. This purchase volume represents approximately $1.63B in transactions.

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

Of the 36 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: Sagespring Wealth Partners LLC ($945.95K), Gradient Investments LLC ($869.59K), Cambridge Investment Research Advisors Inc. ($227.66K), Stephens Consulting LLC ($80.89K), Renasant Bank ($54.81K), Mach 1 Financial Group LLC ($51.92K), and Park Place Capital Corp ($48.34K).

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

Institutional investors have sold a total of 2,566,630 shares in the last 24 months. This volume of shares sold represents approximately $155.02M in transactions.


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This page (NYSEARCA:HELO) was last updated on 4/18/2025 by MarketBeat.com Staff
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