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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Institutional Ownership

JPMorgan Hedged Equity Laddered Overlay ETF logo
$64.93 +0.05 (+0.08%)
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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)
313
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
113
Total
Institutional Outflows
(last 12 months)
$318.94M
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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
9/4/2025 Osaic Holdings Inc.3,008,402$188.27M0.3%+1.1%5.653%
8/29/2025 Centaurus Financial Inc.1,870$117K0.0%-31.4%0.004%
8/27/2025 Orion Porfolio Solutions LLC88,760$5.56M0.0%+4.6%0.167%
8/26/2025 Thrivent Financial for Lutherans10,147$635K0.0%-91.7%0.019%
8/25/2025 BLVD Private Wealth LLC35,474$2.22M2.1%N/A0.067%
8/20/2025 Coppell Advisory Solutions LLC49,769$3.11M0.4%+378.9%0.094%
8/19/2025 B. Riley Wealth Advisors Inc.5,893$369K0.0%N/A0.011%
8/19/2025 Advisory Services Network LLC215,388$13.64M0.2%+84.5%0.405%
8/18/2025 Tyler Stone Wealth Management103,617$6.48M1.0%+12.5%0.195%
8/18/2025 N.E.W. Advisory Services LLC43,398$2.72M0.3%-88.4%0.082%
8/18/2025 Geneos Wealth Management Inc.11,324$709K0.0%N/A0.021%
8/15/2025 Brown Financial Advisors56,268$3.52M1.4%-2.4%0.106%
8/15/2025 Equitable Holdings Inc.82,689$5.18M0.0%+4.1%0.155%
8/15/2025 Captrust Financial Advisors56,679$3.55M0.0%+9.8%0.106%
8/15/2025 Visionary Wealth Advisors189,967$11.89M0.6%+4.1%0.357%
8/15/2025 Smartleaf Asset Management LLC5,691$356K0.0%-81.7%0.011%
8/15/2025 Orion Porfolio Solutions LLC76,106$4.76M0.0%-10.3%0.143%
8/15/2025 MML Investors Services LLC456,905$28.59M0.1%+6.7%0.859%
8/15/2025 Modern Wealth Management LLC12,992$813K0.0%-94.7%0.024%
8/15/2025 Great Valley Advisor Group Inc.270,280$16.91M0.4%+81.5%0.508%
8/15/2025 Gallagher Fiduciary Advisors LLC6,436$403K0.0%N/A0.012%
8/15/2025 Bank of America Corp DE1,677,251$104.96M0.0%+24.9%3.152%
8/14/2025 Vienna Asset Management LLC10,101$632K0.4%-61.5%0.019%
8/14/2025 Jane Street Group LLC70,028$4.38M0.0%-13.3%0.132%
8/14/2025 Ausdal Financial Partners Inc.3,820$239K0.0%-89.4%0.007%
8/14/2025 NCM Capital Management LLC20,003$1.25M0.5%+30.3%0.038%
8/14/2025 Raymond James Financial Inc.1,591,028$99.57M0.0%+9.7%2.990%
8/14/2025 HUB Investment Partners LLC319,356$19.99M0.7%+1.8%0.600%
8/14/2025 NewEdge Advisors LLC73,096$4.57M0.0%+46.7%0.137%
8/14/2025 Denver PWM LLC36,638$2.29M0.7%+6.6%0.069%
8/14/2025 Cary Street Partners Financial LLC269,187$16.85M0.5%+5.7%0.506%
8/13/2025 Per Stirling Capital Management LLC.70,515$4.41M0.6%+1.1%0.132%
8/13/2025 Avestar Capital LLC12,646$791K0.1%-54.5%0.024%
8/13/2025 StoneX Group Inc.7,489$469K0.0%-9.2%0.014%
8/13/2025 SageView Advisory Group LLC7,760$492K0.0%N/A0.015%
8/13/2025 Milestone Investment Advisors LLC95,587$5.98M1.6%-2.8%0.180%
8/13/2025 First Trust Advisors LP8,206$514K0.0%-29.7%0.015%
8/13/2025 Plan Group Financial LLC14,240$891K0.3%+6.1%0.027%
8/13/2025 IAG Wealth Partners LLC31,355$1.96M0.3%-8.6%0.059%
8/13/2025 Beacon Pointe Advisors LLC71,269$4.46M0.0%+3.7%0.134%
8/13/2025 Smith Moore & CO.6,315$395K0.0%-63.5%0.012%
8/13/2025 Northwestern Mutual Wealth Management Co.4,754$298K0.0%+924.6%0.009%
8/13/2025 Mayfair Advisory Group LLC26,720$1.70M0.8%+16.5%0.050%
8/13/2025 Integrity Investment Advisors LLC56,962$3.57M2.7%+0.7%0.107%
8/12/2025 J.W. Cole Advisors Inc.8,545$535K0.0%+17.7%0.016%
8/12/2025 Financial Advocates Investment Management10,912$683K0.1%-68.6%0.021%
8/12/2025 Steward Partners Investment Advisory LLC9,312$583K0.0%+192.6%0.017%
8/12/2025 CreativeOne Wealth LLC226,122$14.15M0.4%+4.4%0.425%
8/12/2025 Global Retirement Partners LLC7,708$482K0.0%N/A0.014%
8/12/2025 Waterloo Capital L.P.4,177$261K0.0%-57.0%0.008%
8/12/2025 Cozad Asset Management Inc.14,156$886K0.1%+16.2%0.027%
8/12/2025 AlphaCore Capital LLC5,077$318K0.0%+8,361.7%0.010%
8/12/2025 MAI Capital Management50,736$3.18M0.0%+15.6%0.095%
8/12/2025 JPMorgan Chase & Co.425,936$26.66M0.0%+5.1%0.800%
8/11/2025 Perennial Investment Advisors LLC3,530$221K0.0%N/A0.007%
8/11/2025 Semus Wealth Partners LLC18,980$1.19M0.8%+3.1%0.037%
8/8/2025 Firestone Capital Management59,640$3.73M0.9%+5.6%0.115%
8/8/2025 Avantax Advisory Services Inc.64,210$4.02M0.0%-2.6%0.124%
8/8/2025 Thoroughbred Financial Services LLC35,646$2.23M0.2%-4.2%0.069%
8/8/2025 Cetera Investment Advisers1,415,651$88.59M0.1%-6.6%2.729%
8/8/2025 Campbell Deegan Wealth Management LLC190,788$11.94M11.8%+70.8%0.368%
8/8/2025 Compass Financial Services Inc25,441$1.59M0.8%+2,266.6%0.049%
8/8/2025 Foundations Investment Advisors LLC47,108$2.95M0.0%+16.8%0.091%
8/8/2025 Clearstead Trust LLC2,111$132K0.0%N/A0.004%
8/8/2025 Schwarz Dygos Wheeler Investment Advisors LLC5,187$325K0.1%-3.7%0.010%
8/8/2025 Good Life Advisors LLC10,705$670K0.0%N/A0.021%
8/8/2025 Renasant Bank61,949$3.88M2.6%-1.7%0.119%
8/8/2025 Comprehensive Financial Planning Inc. PA7,303$457K0.4%-18.0%0.014%
8/7/2025 Lakeridge Wealth Management LLC18,258$1.14M0.5%+4.5%0.035%
8/7/2025 CENTRAL TRUST Co222,442$13.92M0.3%-18.8%0.429%
8/7/2025 Vise Technologies Inc.15,850$992K0.0%N/A0.031%
8/7/2025 Cahill Financial Advisors Inc.23,599$1.48M0.2%-10.7%0.045%
8/7/2025 Hughes Financial Services LLC117,767$7.45M1.3%+7.9%0.227%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC39,388$2.47M0.2%+580.3%0.076%
8/6/2025 RWA Wealth Partners LLC873,399$54.66M0.7%N/A1.684%
8/6/2025 Legacy Wealth Managment LLC ID22,284$1.40M0.7%+36.8%0.043%
8/6/2025 Nvwm LLC13,839$866K0.2%+1.4%0.027%
8/6/2025 Longview Financial Advisors LLC209,635$13.12M8.2%+8.2%0.404%
8/6/2025 Paladin Advisory Group LLC38,066$2.38M1.8%+12.7%0.073%
8/6/2025 Mascagni Wealth Management Inc.20,230$1.27M1.1%+19.7%0.039%
8/6/2025 Golden State Wealth Management LLC7,682$481K0.1%+8.0%0.015%
8/6/2025 SouthState Corp223,759$14.00M0.6%-8.9%0.431%
8/6/2025 Convergence Financial LLC30,652$1.92M0.3%+9.0%0.059%
8/5/2025 GPS Wealth Strategies Group LLC11,675$731K0.1%+7.1%0.023%
8/5/2025 Claro Advisors LLC3,300$207K0.0%N/A0.006%
8/5/2025 Milestone Asset Management LLC19,200$1.20M0.3%-58.5%0.037%
8/5/2025 Key Financial Inc1,539$96K0.0%N/A0.003%
8/5/2025 Bank of New York Mellon Corp1,498,016$93.75M0.0%N/A2.888%
8/5/2025 Bank of Montreal Can1,909$119K0.0%+7,854.2%0.004%
8/5/2025 Sigma Planning Corp18,556$1.16M0.0%-32.9%0.036%
8/5/2025 Strategic Financial Concepts LLC55,483$3.48M0.5%+33.8%0.107%
8/4/2025 Hicks Capital Management LLC14,795$926K1.5%N/A0.029%
8/4/2025 IFG Advisory LLC27,736$1.74M0.1%N/A0.053%
8/4/2025 Pinnacle Associates Ltd.47,790$2.99M0.0%+375.5%0.092%
8/4/2025 Atria Investments Inc59,992$3.75M0.0%N/A0.116%
8/4/2025 Assetmark Inc.893$56K0.0%+24.4%0.002%
8/4/2025 Arkadios Wealth Advisors7,527$471K0.0%+6.9%0.015%
8/4/2025 Flagship Harbor Advisors LLC151,593$9.49M0.4%+141.9%0.292%
8/4/2025 Daymark Wealth Partners LLC148,616$9.30M0.4%+1.0%0.286%
8/4/2025 WNY Asset Management LLC20,757$1.30M0.1%+9.8%0.040%
(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, 332 institutional investors and hedge funds held shares of JPMorgan Hedged Equity Laddered Overlay ETF. The most heavily invested institutionals were Osaic Holdings Inc. ($188.27M), Envestnet Asset Management Inc. ($160.52M), Forvis Mazars Wealth Advisors LLC ($135.40M), LPL Financial LLC ($116.90M), Wealth Enhancement Advisory Services LLC ($111.87M), Bank of America Corp DE ($104.96M), and Raymond James Financial Inc. ($99.57M).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 326 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 ($3.05M), Wealth Enhancement Advisory Services LLC ($1.77M), Raymond James Financial Inc. ($1.59M), Bank of New York Mellon Corp ($1.50M), Envestnet Asset Management Inc. ($1.46M), LPL Financial LLC ($1.36M), and Gradient Investments LLC ($1.20M).

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

Institutional investors have bought a total of 30,425,632 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

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

Of the 113 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 ($946.79K), Gradient Investments LLC ($845.95K), Dynasty Wealth Management LLC ($390.65K), N.E.W. Advisory Services LLC ($330.83K), Modern Wealth Management LLC ($230.64K), Consolidated Planning Corp ($165.13K), and Cambridge Investment Research Advisors Inc. ($143.22K).

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

Institutional investors have sold a total of 5,210,817 shares in the last 24 months. This volume of shares sold represents approximately $318.94M in transactions.


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This page (NYSEARCA:HELO) was last updated on 9/18/2025 by MarketBeat.com Staff
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