Free Trial
→ Trump’s Exec Order #14154 could be a “Millionaire-Maker” (From Paradigm Press) (Ad) Free HELO Stock Alerts

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Institutional Ownership

JPMorgan Hedged Equity Laddered Overlay ETF logo
$62.95 +0.14 (+0.22%)
As of 07/3/2025 05:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Number of
Institutional Buyers
(last 12 months)
272
Total
Institutional Inflows
(last 12 months)
$1.75B
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$199.19M
Get HELO Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Hedged Equity Laddered Overlay ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HELO Institutional Buying and Selling by Quarter

JPMorgan Hedged Equity Laddered Overlay ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025 HBW Advisory Services LLC30,371$1.90M0.2%-26.3%0.059%
7/1/2025 Harbor Investment Advisory LLC64,725$4.05M0.3%+2.9%0.125%
6/10/2025Compass Financial Services Inc1,075$64K0.0%N/A0.002%
6/2/2025Modern Wealth Management LLC243,630$14.54M0.5%+1.9%0.476%
5/22/2025Mattson Financial Services LLC42,752$2.55M0.8%-51.9%0.088%
5/20/2025Focus Partners Wealth671,608$40.08M0.1%+13.3%1.375%
5/19/2025Jane Street Group LLC80,796$4.82M0.0%+13.7%0.165%
5/16/2025Coppell Advisory Solutions LLC10,393$620K0.0%-80.4%0.021%
5/16/2025Signature Estate & Investment Advisors LLC11,517$687K0.0%N/A0.024%
5/16/2025Legacy Wealth Managment LLC ID16,286$972K0.7%-7.1%0.033%
5/16/2025Coordinated Financial Services Inc. CO36,181$2.16M1.7%N/A0.074%
5/16/2025NewEdge Advisors LLC49,833$2.97M0.0%+369.4%0.102%
5/16/2025Ancora Advisors LLC7,839$468K0.0%-23.6%0.016%
5/15/2025Royal Bank of Canada460,701$27.49M0.0%+10.8%0.943%
5/15/2025MAI Capital Management43,873$2.62M0.0%+54.1%0.090%
5/15/2025OLD Mission Capital LLC43,029$2.57M0.0%N/A0.088%
5/14/2025CreativeOne Wealth LLC216,539$12.92M0.4%+27.5%0.443%
5/14/2025Per Stirling Capital Management LLC.69,781$4.17M0.6%-25.8%0.143%
5/14/2025NCM Capital Management LLC15,349$916K0.4%+14.8%0.031%
5/14/2025Comerica Bank12,508$746K0.0%+4.9%0.026%
5/14/2025Apexium Financial LP35,655$2.13M0.1%+102.6%0.073%
5/14/2025Smartleaf Asset Management LLC31,072$1.85M0.2%+1.4%0.064%
5/14/2025Kestra Advisory Services LLC37,179$2.22M0.0%+101.4%0.076%
5/14/2025Integras Partners LLC16,078$960K0.9%-3.0%0.033%
5/14/2025Lionsbridge Wealth Management LLC72,083$4.30M3.8%-5.9%0.148%
5/14/2025Capital Analysts LLC9,622$574K0.0%+305.3%0.020%
5/14/2025Tradition Wealth Management LLC8,652$516K0.0%-5.7%0.018%
5/14/2025Vertex Planning Partners LLC252,234$15.05M3.3%+5.9%0.517%
5/13/2025Tyler Stone Wealth Management92,109$5.50M1.0%+56.9%0.189%
5/13/2025Raymond James Financial Inc.1,450,934$86.59M0.0%+23.9%2.971%
5/13/2025Forvis Mazars Wealth Advisors LLC1,894,647$113.07M2.7%+36.7%3.880%
5/13/2025Financial Network Wealth Advisors LLC3,992$238K0.3%+1,018.2%0.008%
5/13/2025HighTower Advisors LLC816,832$48.75M0.1%+9.9%1.673%
5/12/2025Capital Planning Advisors LLC182,694$10.90M1.7%+8.2%0.374%
5/12/2025SouthState Corp245,654$14.66M0.7%+1,413.7%0.503%
5/12/2025Cooper Financial Group110,180$6.58M0.9%+14.5%0.226%
5/12/2025Benjamin Edwards Inc.15,164$905K0.0%+8.3%0.031%
5/12/2025Townsquare Capital LLC37,705$2.25M0.0%+10.5%0.077%
5/12/2025WealthPLAN Partners LLC170,528$10.18M1.4%+6.2%0.349%
5/12/2025WealthPlan Investment Management LLC147,064$8.78M0.9%-31.9%0.301%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
5/9/2025Evolution Wealth Advisors LLC39,550$2.36M0.4%+48.3%0.081%
5/9/2025Renasant Bank63,028$3.76M2.5%+1.0%0.129%
5/9/2025Comprehensive Financial Planning Inc. PA8,908$532K0.5%+105.3%0.018%
5/9/2025Atria Wealth Solutions Inc.83,440$4.98M0.1%+65.0%0.171%
5/9/2025Cary Street Partners Financial LLC254,776$15.21M0.5%+15.4%0.522%
5/9/2025Thoroughbred Financial Services LLC37,228$2.22M0.1%+6.7%0.076%
5/9/2025Commonwealth Equity Services LLC592,581$35.37M0.1%+91.3%1.214%
5/9/2025Prairieview Wealth Partners LLC115,069$6.87M8.4%+3.0%0.236%
5/8/2025MONECO Advisors LLC29,584$1.77M0.2%+83.9%0.061%
5/8/2025BCGM Wealth Management LLC6,093$364K0.1%+4.6%0.012%
5/8/2025Pasadena Private Wealth LLC3,750$224K0.0%N/A0.008%
5/8/2025CAP Partners LLC7,139$426K0.3%+17.9%0.015%
5/8/2025Arkadios Wealth Advisors7,042$420K0.0%-2.9%0.014%
5/8/2025Cozad Asset Management Inc.12,186$727K0.1%+27.0%0.025%
5/7/2025N.E.W. Advisory Services LLC374,226$22.33M1.7%+117.4%0.766%
5/7/2025Indie Asset Partners LLC11,214$669K0.6%-8.8%0.023%
5/7/2025Pinnacle Wealth Management Advisory Group LLC5,790$346K0.0%N/A0.012%
5/7/2025Patten & Patten Inc. TN276,909$16.53M1.1%+7.9%0.567%
5/7/2025Foundations Investment Advisors LLC40,321$2.41M0.0%+43.0%0.083%
5/7/2025Purkiss Capital Advisors LLC25,212$1.51M1.1%+13.6%0.052%
5/7/2025LPL Financial LLC1,958,754$116.90M0.0%+64.1%4.011%
5/7/2025Semus Wealth Partners LLC18,417$1.10M0.8%+22.2%0.038%
5/7/2025Bedel Financial Consulting Inc.19,439$1.16M0.2%+3.4%0.040%
5/7/2025Nvwm LLC13,654$815K0.2%-3.2%0.028%
5/7/2025Denver PWM LLC34,372$2.05M0.7%+5.6%0.070%
5/6/2025USAdvisors Wealth Management LLC114,349$6.82M2.4%+14.5%0.234%
5/6/2025Cetera Investment Advisers1,515,962$90.47M0.2%+56.5%3.105%
5/6/2025Avantax Advisory Services Inc.65,941$3.94M0.0%+49.2%0.135%
5/6/2025Pinnacle Associates Ltd.10,050$600K0.0%N/A0.021%
5/6/2025AE Wealth Management LLC1,679$100K0.0%+52.2%0.003%
5/6/2025Summit Wealth Partners LLC21,417$1.28M0.3%+89.5%0.044%
5/6/2025DeDora Capital Inc.23,161$1.38M0.4%+24.5%0.047%
5/6/2025Ignite Planners LLC7,662$456K0.1%-23.0%0.016%
5/6/2025Integrity Investment Advisors LLC56,572$3.38M3.1%N/A0.116%
5/5/2025Hazlett Burt & Watson Inc.435$26K0.0%+1,179.4%0.001%
5/5/2025Aire Advisors LLC126,410$7.54M1.6%+10.9%0.259%
5/5/2025WNY Asset Management LLC18,897$1.13M0.1%+124.9%0.039%
5/5/2025IFP Advisors Inc6,497$388K0.0%+87.0%0.013%
5/5/2025Kestra Private Wealth Services LLC158,688$9.47M0.2%+12.2%0.325%
5/5/2025Resurgent Financial Advisors LLC6,928$413K0.2%+5.0%0.014%
5/5/2025Private Advisor Group LLC237,476$14.17M0.1%+17.3%0.486%
5/2/2025Fortis Group Advisors LLC11,350$677K0.1%N/A0.023%
5/2/2025Dynasty Wealth Management LLC634,984$37.90M0.5%-38.1%1.300%
5/2/2025HTG Investment Advisors Inc.221,610$13.23M5.5%+1,376.3%0.454%
5/2/2025Napatree Capital LLC76,051$4.54M2.6%+14.6%0.156%
5/2/2025Allen Capital Group LLC12,829$766K0.1%+136.0%0.026%
5/2/2025Capital A Wealth Management LLC89,163$5.32M5.6%N/A0.183%
5/2/2025Schwarz Dygos Wheeler Investment Advisors LLC5,387$322K0.1%N/A0.011%
5/2/2025Penney Financial LLC60,590$3.62M2.4%+4.6%0.124%
5/2/2025Firestone Capital Management56,484$3.37M0.9%+38.4%0.116%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
5/2/2025Apollon Wealth Management LLC60,530$3.61M0.1%+4.1%0.124%
5/2/2025Sigma Planning Corp27,635$1.65M0.1%+73.2%0.057%
5/2/2025Signaturefd LLC360,711$21.53M0.4%+59.9%0.739%
5/1/2025Secured Retirement Advisors LLC50,990$3.04M2.0%N/A0.104%
5/1/2025Reyes Financial Architecture Inc.6,494$388K0.3%+15.5%0.013%
5/1/2025Hughes Financial Services LLC109,107$6.52M1.3%+93.5%0.223%
5/1/2025Curtis Advisory Group LLC134,605$8.03M2.4%+10.4%0.276%
5/1/2025WESPAC Advisors LLC5,544$331K0.3%-5.1%0.011%
4/30/2025Axxcess Wealth Management LLC40,821$2.44M0.1%+401.5%0.088%
4/30/2025John W. Brooker & Co. CPAs21,787$1.30M0.5%+19.0%0.047%
(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, 288 institutional investors and hedge funds held shares of JPMorgan Hedged Equity Laddered Overlay ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($133.78M), LPL Financial LLC ($116.90M), Forvis Mazars Wealth Advisors LLC ($113.07M), Cetera Investment Advisers ($90.47M), Raymond James Financial Inc. ($86.59M), JPMorgan Chase & Co. ($84.45M), and Wealth Enhancement Advisory Services LLC ($83.79M).Learn more on JPMorgan Hedged Equity Laddered Overlay ETF's institutional investors.

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

Of the 281 institutional investors that purchased JPMorgan Hedged Equity Laddered Overlay ETF's 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), Raymond James Financial Inc. ($1.45M), Wealth Enhancement Advisory Services LLC ($1.40M), LPL Financial LLC ($1.36M), Gradient Investments LLC ($1.20M), Envestnet Asset Management Inc. ($1.14M), and JPMorgan Chase & Co. ($1.11M).

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

Institutional investors have bought a total of 28,729,447 shares in the last 24 months. This purchase volume represents approximately $1.75B in transactions.

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

Of the 55 institutional investors that sold JPMorgan Hedged Equity Laddered Overlay ETF's 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 ($845.95K), Dynasty Wealth Management LLC ($390.65K), Cambridge Investment Research Advisors Inc. ($227.66K), Pennsylvania Capital Management Inc. ADV ($84.75K), Stephens Consulting LLC ($80.89K), and WealthPlan Investment Management LLC ($68.93K).

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

Institutional investors have sold a total of 3,302,788 shares in the last 24 months. This volume of shares sold represents approximately $199.19M in transactions.


Related Companies

This page (NYSEARCA:HELO) was last updated on 7/5/2025 by MarketBeat.com Staff
From Our Partners
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored
A new rule goes live in July — and the banks are quietly cashing in
A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...
American Alternative | Sponsored
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Post-Halving = Profit Season (Here’s How to Win It)
It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...
Crypto Swap Profits | Sponsored
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored