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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Institutional Ownership

$63.00 +0.30 (+0.48%)
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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)
157
Total
Institutional Inflows
(last 12 months)
$678.97M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$42.32M
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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
1/21/2025Echo Wealth Management LLC55,839$3.46M2.4%+7.0%0.516%
1/21/2025Flagship Harbor Advisors LLC53,042$3.29M0.2%+5.5%0.490%
1/21/2025Cedar Mountain Advisors LLC3,746$232K0.1%N/A0.035%
1/21/2025Cyndeo Wealth Partners LLC70,069$4.35M0.3%+4.8%0.647%
1/21/2025Carr Financial Group Corp359,380$22.30M6.9%+95.0%3.318%
1/21/2025Gradient Investments LLC1,184,161$73.47M1.5%-27.3%10.934%
1/17/2025 Smallwood Wealth Investment Management LLC21,889$1.36M0.9%+129.9%0.202%
1/17/2025 Capital Planning Advisors LLC168,919$10.48M1.6%+41.8%1.560%
1/17/2025 Peterson Wealth Advisors LLC598,273$37.33M6.7%+7.7%5.524%
1/17/2025 Janney Montgomery Scott LLC90,496$5.61M0.0%+16.4%0.836%
1/17/2025 Evolution Wealth Advisors LLC26,660$1.66M0.3%N/A0.246%
1/17/2025 Park Place Capital Corp43,949$2.73M0.8%-52.4%0.406%
1/17/2025 Daymark Wealth Partners LLC152,966$9.49M0.3%-18.4%1.412%
1/17/2025 Planned Solutions Inc.96,445$5.98M2.4%+26,839.9%0.891%
1/17/2025 Monterey Private Wealth Inc.3,664$227K0.1%N/A0.034%
1/16/2025 Harbor Investment Advisory LLC60,336$3.74M0.3%+12.5%0.557%
1/16/2025 Lionsbridge Wealth Management LLC76,632$4.75M4.0%+20.2%0.708%
1/16/2025 Shore Point Advisors LLC44,267$2.75M1.5%+14.0%0.409%
1/16/2025 Mechanics Bank Trust Department9,250$574K0.1%N/A0.085%
1/15/2025 Ameritas Advisory Services LLC105,687$6.56M0.2%+74.7%0.976%
1/15/2025 Arkadios Wealth Advisors7,254$450K0.0%-3.2%0.067%
1/14/2025 Essex Savings Bank8,550$530K0.1%+102.6%0.079%
1/14/2025 Redhawk Wealth Advisors Inc.195,320$12.12M1.6%+6.2%1.804%
1/14/2025 Mayfair Advisory Group LLC17,631$1.09M0.6%N/A0.163%
1/14/2025 Breakwater Capital Group13,138$815K0.2%+26.0%0.121%
1/13/2025 Unique Wealth LLC38,980$2.42M0.5%+63.4%0.360%
1/13/2025 Claro Advisors LLC3,300$205K0.0%N/A0.030%
1/13/2025 Cooper Financial Group96,191$5.97M0.7%+32.5%0.888%
1/13/2025 Brookstone Capital Management96,273$5.97M0.1%+107.3%0.889%
1/13/2025 Fiduciary Alliance LLC75,207$4.67M0.5%+8.5%0.694%
1/10/2025 Lowe Wealth Advisors LLC1,501$93K0.0%+81.7%0.014%
1/10/2025 Sugarloaf Wealth Management LLC208,650$12.95M2.2%+8.7%1.927%
1/10/2025 HBW Advisory Services LLC35,032$2.17M0.3%+28.1%0.323%
1/10/2025 Wealth Enhancement Advisory Services LLC881,275$53.88M0.1%+0.0%8.137%
12/31/2024Penney Financial LLC54,927$3.36M2.3%+11.2%0.507%
12/30/2024SK Wealth Management LLC267,064$16.73M6.7%N/A2.466%
12/26/2024JPMorgan Chase & Co.343,256$20.99M0.0%+35.4%3.169%
12/13/2024B. Riley Wealth Advisors Inc.6,035$368K0.0%+47.4%0.056%
12/9/2024Copley Financial Group Inc.3,815$233K0.2%N/A0.035%
12/3/2024Denver PWM LLC28,406$1.74M0.7%+4.3%0.262%
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11/25/2024Sanctuary Advisors LLC8,643$542K0.0%N/A0.080%
11/25/2024Pine Valley Investments Ltd Liability Co103,121$6.31M0.4%+26.7%0.952%
11/18/2024Brown Financial Advisors129,362$7.91M3.3%+70.2%1.194%
11/15/2024MML Investors Services LLC286,817$17.54M0.1%+4.4%2.648%
11/15/2024Legacy Investment Solutions LLC33,420$2.10M1.3%N/A0.309%
11/15/2024MCIA Inc3,658$230K0.1%N/A0.034%
11/15/2024Orion Portfolio Solutions LLC96,174$5.88M0.1%+21.7%0.888%
11/15/2024Jane Street Group LLC59,855$3.66M0.0%-25.9%0.553%
11/15/2024Vienna Asset Management LLC16,207$991K0.7%N/A0.150%
11/15/2024Stifel Financial Corp15,280$934K0.0%N/A0.141%
11/15/2024Resurgent Financial Advisors LLC7,125$436K0.3%+23.7%0.066%
11/15/2024HighTower Advisors LLC635,560$38.82M0.1%+35.8%5.869%
11/15/2024Hilltop Holdings Inc.9,647$590K0.0%N/A0.089%
11/15/2024Benjamin Edwards Inc.14,000$856K0.0%N/A0.129%
11/14/2024NCM Capital Management LLC13,216$808K0.4%+35.3%0.122%
11/14/2024Captrust Financial Advisors23,335$1.43M0.0%+79.5%0.215%
11/14/2024CreativeOne Wealth LLC114,836$7.02M0.2%+2,632.9%1.060%
11/13/2024Townsquare Capital LLC30,709$1.88M0.0%-17.9%0.284%
11/13/2024Avestar Capital LLC16,110$985K0.1%N/A0.149%
11/13/2024Private Trust Co. NA5,578$341K0.0%N/A0.052%
11/12/2024Cahill Financial Advisors Inc.20,247$1.24M0.2%+57.7%0.187%
11/12/2024Great Valley Advisor Group Inc.16,399$1.00M0.0%N/A0.151%
11/8/2024SouthState Corp13,004$795K0.1%+550.2%0.120%
11/7/2024Semus Wealth Partners LLC9,460$578K0.4%+136.4%0.087%
11/7/2024CAP Partners LLC4,666$285K0.2%+5.8%0.043%
11/7/2024MAI Capital Management13,846$847K0.0%N/A0.128%
11/7/2024Thrivent Financial for Lutherans109,619$6.70M0.0%+20.6%1.012%
11/6/2024BCGM Wealth Management LLC5,548$339K0.1%N/A0.051%
11/6/2024Bank of Marin8,370$512K0.4%-18.4%0.077%
11/6/2024OneDigital Investment Advisors LLC38,116$2.33M0.0%+263.1%0.352%
11/6/2024Oak Harbor Wealth Partners LLC20,467$1.25M0.4%+6.4%0.189%
11/5/2024WealthPlan Investment Management LLC115,235$7.05M0.7%N/A1.064%
11/5/2024WealthPLAN Partners LLC167,760$10.26M1.4%N/A1.549%
11/5/2024Apollon Wealth Management LLC20,235$1.24M0.0%N/A0.187%
11/4/2024Patten & Patten Inc. TN235,837$14.42M1.0%+15.1%2.178%
11/4/2024Tyler Stone Wealth Management33,046$2.02M0.4%+520.0%0.305%
11/4/2024Sigma Planning Corp6,920$423K0.0%N/A0.064%
11/2/2024Mach 1 Financial Group LLC56,854$3.47M2.1%+7.1%0.525%
11/1/2024Carr Financial Group Corp184,297$11.27M3.3%+3,807.9%1.702%
11/1/2024Atria 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%
11/1/2024Philip James Wealth Mangement LLC164,690$10.07M1.2%+4.0%1.521%
10/31/2024Consolidated Planning Corp420,226$25.69M3.8%+8.9%3.880%
10/31/2024Concurrent Investment Advisors LLC23,242$1.42M0.0%+30.5%0.215%
10/30/2024Milestone 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%
10/30/2024Cary Street Partners Asset Management LLC71,143$4.35M0.6%+55.3%0.657%
10/30/2024Legacy CG LLC5,988$366K0.1%N/A0.055%
10/29/2024 Janney Montgomery Scott LLC77,756$4.75M0.0%+62.1%0.718%
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10/29/2024Indie Asset Partners LLC10,421$637K0.5%+23.2%0.096%
10/29/2024Clear Creek Financial Management LLC20,132$1.23M0.1%+71.1%0.186%
10/28/2024Focus Financial Network Inc.13,379$818K0.0%+27.9%0.124%
10/28/2024Stephens Inc. AR8,657$529K0.0%N/A0.080%
10/28/2024Summit Wealth Partners LLC7,842$479K0.1%+11.9%0.072%
10/25/2024Walter & Keenan Wealth Management LLC IN ADV4,830$295K0.1%N/A0.045%
10/25/2024MONECO Advisors LLC7,976$488K0.1%+53.0%0.074%
10/24/2024Orrstown 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%
(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, 161 institutional investors and hedge funds held shares of JPMorgan Hedged Equity Laddered Overlay ETF. The most heavily invested institutionals were Gradient Investments LLC ($73.47M), CGC Financial Services LLC ($60.31M), Wealth Enhancement Advisory Services LLC ($53.88M), HighTower Advisors LLC ($38.82M), Peterson Wealth Advisors LLC ($37.33M), 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 157 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 ($876.20K), Peterson Wealth Advisors LLC ($554.72K), 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 13,296,557 shares in the last 24 months. This purchase volume represents approximately $772.15M in transactions.

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

Of the 14 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. ($84.43K), Park Place Capital Corp ($48.34K), Daymark Wealth Partners LLC ($34.52K), Ignite Planners LLC ($27.46K), Jane Street Group LLC ($20.88K), and Townsquare Capital LLC ($6.71K).

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

Institutional investors have sold a total of 700,552 shares in the last 24 months. This volume of shares sold represents approximately $42.81M in transactions.


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This page (NYSEARCA:HELO) was last updated on 1/21/2025 by MarketBeat.com Staff
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