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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Institutional Ownership

$62.39 +0.40 (+0.65%)
(As of 12/20/2024 04:33 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
145
Total
Institutional Inflows
(last 12 months)
$708.38M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$10.08M
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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
12/13/2024 B. Riley Wealth Advisors Inc.6,035$368K0.0%+47.4%0.056%
12/9/2024 Copley Financial Group Inc.3,815$233K0.2%N/A0.035%
12/3/2024 Denver PWM LLC28,406$1.74M0.7%+4.3%0.262%
11/25/2024 Sanctuary Advisors LLC8,643$542K0.0%N/A0.080%
11/25/2024 Pine Valley Investments Ltd Liability Co103,121$6.31M0.4%+26.7%0.952%
11/18/2024 Brown Financial Advisors129,362$7.91M3.3%+70.2%1.194%
11/15/2024 MML Investors Services LLC286,817$17.54M0.1%+4.4%2.648%
11/15/2024 Legacy Investment Solutions LLC33,420$2.10M1.3%N/A0.309%
11/15/2024 MCIA Inc3,658$230K0.1%N/A0.034%
11/15/2024 Orion Portfolio Solutions LLC96,174$5.88M0.1%+21.7%0.888%
11/15/2024 Jane Street Group LLC59,855$3.66M0.0%-25.9%0.553%
11/15/2024 Vienna Asset Management LLC16,207$991K0.7%N/A0.150%
11/15/2024 Stifel Financial Corp15,280$934K0.0%N/A0.141%
11/15/2024 Resurgent Financial Advisors LLC7,125$436K0.3%+23.7%0.066%
11/15/2024 HighTower Advisors LLC635,560$38.82M0.1%+35.8%5.869%
11/15/2024 Hilltop Holdings Inc.9,647$590K0.0%N/A0.089%
11/15/2024 Benjamin Edwards Inc.14,000$856K0.0%N/A0.129%
11/14/2024 NCM Capital Management LLC13,216$808K0.4%+35.3%0.122%
11/14/2024 Captrust Financial Advisors23,335$1.43M0.0%+79.5%0.215%
11/14/2024 CreativeOne Wealth LLC114,836$7.02M0.2%+2,632.9%1.060%
11/13/2024 Townsquare Capital LLC30,709$1.88M0.0%-17.9%0.284%
11/13/2024 Avestar Capital LLC16,110$985K0.1%N/A0.149%
11/13/2024 Private Trust Co. NA5,578$341K0.0%N/A0.052%
11/12/2024 Cahill Financial Advisors Inc.20,247$1.24M0.2%+57.7%0.187%
11/12/2024 Great Valley Advisor Group Inc.16,399$1.00M0.0%N/A0.151%
11/8/2024 SouthState Corp13,004$795K0.1%+550.2%0.120%
11/7/2024 Semus Wealth Partners LLC9,460$578K0.4%+136.4%0.087%
11/7/2024 CAP Partners LLC4,666$285K0.2%+5.8%0.043%
11/7/2024 MAI Capital Management13,846$847K0.0%N/A0.128%
11/7/2024 Thrivent Financial for Lutherans109,619$6.70M0.0%+20.6%1.012%
11/6/2024 BCGM Wealth Management LLC5,548$339K0.1%N/A0.051%
11/6/2024 Bank of Marin8,370$512K0.4%-18.4%0.077%
11/6/2024 OneDigital Investment Advisors LLC38,116$2.33M0.0%+263.1%0.352%
11/6/2024 Oak Harbor Wealth Partners LLC20,467$1.25M0.4%+6.4%0.189%
11/5/2024 WealthPlan Investment Management LLC115,235$7.05M0.7%N/A1.064%
11/5/2024 WealthPLAN Partners LLC167,760$10.26M1.4%N/A1.549%
11/5/2024 Apollon Wealth Management LLC20,235$1.24M0.0%N/A0.187%
11/4/2024 Patten & Patten Inc. TN235,837$14.42M1.0%+15.1%2.178%
11/4/2024 Tyler Stone Wealth Management33,046$2.02M0.4%+520.0%0.305%
11/4/2024 Sigma Planning Corp6,920$423K0.0%N/A0.064%
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11/2/2024 Mach 1 Financial Group LLC56,854$3.47M2.1%+7.1%0.525%
11/1/2024 Carr Financial Group Corp184,297$11.27M3.3%+3,807.9%1.702%
11/1/2024 Atria Investments Inc156,567$9.57M0.1%N/A1.446%
11/1/2024 Essex Savings Bank4,220$258K0.1%N/A0.039%
11/1/2024 Lionsbridge Wealth Management LLC63,751$3.90M3.1%+38.9%0.589%
11/1/2024 Philip James Wealth Mangement LLC164,690$10.07M1.2%+4.0%1.521%
10/31/2024 Consolidated Planning Corp420,226$25.69M3.8%+8.9%3.880%
10/31/2024 Concurrent Investment Advisors LLC23,242$1.42M0.0%+30.5%0.215%
10/30/2024 Milestone Investment Advisors LLC74,807$4.57M1.3%+13.9%0.691%
10/30/2024 Ameritas Advisory Services LLC60,494$3.70M0.2%+4.0%0.559%
10/30/2024 Cary Street Partners Asset Management LLC71,143$4.35M0.6%+55.3%0.657%
10/30/2024 Legacy CG LLC5,988$366K0.1%N/A0.055%
10/29/2024 Janney Montgomery Scott LLC77,756$4.75M0.0%+62.1%0.718%
10/29/2024 Indie Asset Partners LLC10,421$637K0.5%+23.2%0.096%
10/29/2024 Clear Creek Financial Management LLC20,132$1.23M0.1%+71.1%0.186%
10/28/2024 Focus Financial Network Inc.13,379$818K0.0%+27.9%0.124%
10/28/2024 Stephens Inc. AR8,657$529K0.0%N/A0.080%
10/28/2024 Summit Wealth Partners LLC7,842$479K0.1%+11.9%0.072%
10/25/2024 Walter & Keenan Wealth Management LLC IN ADV4,830$295K0.1%N/A0.045%
10/25/2024 MONECO Advisors LLC7,976$488K0.1%+53.0%0.074%
10/24/2024 Orrstown Financial Services Inc.87,123$5.33M1.6%-3.8%0.804%
10/24/2024 Peterson Wealth Advisors LLC555,607$33.97M6.4%+8.9%5.130%
10/24/2024 Financial Management Professionals Inc.43,240$2.64M0.3%+8.7%0.399%
10/24/2024 Consolidated Portfolio Review Corp5,068$310K0.1%N/A0.047%
10/24/2024 Wealth Enhancement Advisory Services LLC881,103$53.87M0.1%+40.5%8.136%
10/24/2024 Arkadios Wealth Advisors7,494$458K0.0%N/A0.069%
10/23/2024 Convergence Financial LLC25,044$1.53M0.3%+35.0%0.231%
10/23/2024 CENTRAL TRUST Co235,184$14.38M0.3%+18.9%2.172%
10/22/2024 Sprinkle Financial Consultants LLC7,097$434K0.3%+7.1%0.066%
10/22/2024 Private Advisor Group LLC120,894$7.39M0.0%+206.1%1.116%
10/22/2024 Leo Wealth LLC236,184$14.44M1.3%+126.9%2.181%
10/22/2024 Signaturefd LLC89,622$5.48M0.1%N/A0.828%
10/21/2024 DeDora Capital Inc.15,269$934K0.3%+30.6%0.141%
10/21/2024 Calton & Associates Inc.49,785$3.04M1.2%N/A0.460%
10/21/2024 Foundations Investment Advisors LLC22,720$1.39M0.0%+554.0%0.210%
10/21/2024 Kennedy Investment Group38,599$2.36M1.1%+57.7%0.356%
10/21/2024 Echo Wealth Management LLC52,169$3.20M2.2%+8.1%0.482%
10/19/2024Cyndeo Wealth Partners LLC66,870$4.09M0.3%N/A0.617%
10/19/2024Stephens Consulting LLC76,614$4.68M1.2%+7,814.7%0.707%
10/18/2024Raymond James & Associates315,893$19.31M0.0%+285.2%2.917%
10/18/2024Blue Trust Inc.5,558$325K0.0%N/A0.051%
10/18/2024Stratos Wealth Advisors LLC15,549$951K0.0%+93.3%0.144%
10/16/2024 Smallwood Wealth Investment Management LLC9,522$582K0.4%N/A0.088%
10/16/2024 Transform Wealth LLC193,445$11.83M0.8%N/A1.786%
10/16/2024 MN Wealth Advisors LLC13,156$804K0.5%+17.8%0.121%
10/16/2024 Legacy Financial Group LLC83,008$5.08M1.0%+52.4%0.766%
10/15/2024 NBC Securities Inc.3,653$223K0.0%N/A0.034%
10/11/2024 Fiduciary Alliance LLC69,345$4.24M0.6%+22.5%0.640%
10/11/2024 Paladin Wealth LLC45,110$2.76M2.4%N/A0.417%
10/11/2024 Redhawk Wealth Advisors Inc.183,997$11.25M1.6%+2.2%1.699%
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10/10/2024 Shore Point Advisors LLC38,819$2.37M1.3%-5.4%0.358%
10/9/2024 Quotient Wealth Partners LLC4,618$282K0.0%N/A0.043%
10/8/2024 Daymark Wealth Partners LLC187,486$11.46M0.4%+7.3%1.731%
10/8/2024 Brookstone Capital Management46,432$2.84M0.0%+18.6%0.429%
10/8/2024 Mattson Financial Services LLC40,823$2.39M0.8%-0.6%0.377%
10/8/2024 Sugarloaf Wealth Management LLC191,995$11.74M2.2%+8.0%1.773%
10/8/2024 Park Place Capital Corp92,284$5.64M1.6%+55.6%0.852%
10/8/2024 Ignite Planners LLC9,994$611K0.1%-26.5%0.092%
10/8/2024 Security National Bank19,249$1.18M0.2%+77.2%0.178%
10/7/2024 Lakeridge Wealth Management LLC9,874$604K0.3%+14.0%0.091%
(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, 149 institutional investors and hedge funds held shares of JPMorgan Hedged Equity Laddered Overlay ETF. The most heavily invested institutionals were Gradient Investments LLC ($68.67M), CGC Financial Services LLC ($60.31M), Wealth Enhancement Advisory Services LLC ($53.87M), HighTower Advisors LLC ($38.82M), Peterson Wealth Advisors LLC ($33.97M), Consolidated Planning Corp ($25.69M), and Envestnet Asset Management Inc. ($24.27M).Learn more on HELO's institutional investors.

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

Of the 145 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: Gradient Investments LLC ($1.20M), CGC Financial Services LLC ($1.01M), Strategic Financial Concepts LLC ($1.00M), Wealth Enhancement Advisory Services LLC ($876.03K), Peterson Wealth Advisors LLC ($512.06K), Silver Lake Advisory LLC ($450.29K), and Consolidated Planning Corp ($420.23K).

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

Institutional investors have bought a total of 12,263,402 shares in the last 24 months. This purchase volume represents approximately $708.38M in transactions.

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

Of the 11 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: Cambridge Investment Research Advisors Inc. ($84.43K), Ignite Planners LLC ($27.46K), Gradient Investments LLC ($23.64K), Jane Street Group LLC ($20.88K), Townsquare Capital LLC ($6.71K), Orrstown Financial Services Inc. ($3.44K), and Shore Point Advisors LLC ($2.24K).

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

Institutional investors have sold a total of 173,013 shares in the last 24 months. This volume of shares sold represents approximately $10.08M in transactions.


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This page (NYSEARCA:HELO) was last updated on 12/22/2024 by MarketBeat.com Staff
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