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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Institutional Ownership

JPMorgan Hedged Equity Laddered Overlay ETF logo
$59.99 +0.44 (+0.74%)
As of 05/2/2025 04:10 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)
263
Total
Institutional Inflows
(last 12 months)
$1.56B
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$186.95M
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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
5/2/2025 Fortis Group Advisors LLC11,350$677K0.1%N/A0.023%
5/2/2025 Dynasty Wealth Management LLC634,984$37.90M0.5%-38.1%1.300%
5/2/2025 HTG Investment Advisors Inc.221,610$13.23M5.5%+1,376.3%0.454%
5/2/2025 Napatree Capital LLC76,051$4.54M2.6%+14.6%0.156%
5/2/2025 Allen Capital Group LLC12,829$766K0.1%+136.0%0.026%
5/2/2025 Capital A Wealth Management LLC89,163$5.32M5.6%N/A0.183%
5/2/2025 Schwarz Dygos Wheeler Investment Advisors LLC5,387$322K0.1%N/A0.011%
5/2/2025 Penney Financial LLC60,590$3.62M2.4%+4.6%0.124%
5/2/2025 Firestone Capital Management56,484$3.37M0.9%+38.4%0.116%
5/2/2025 Apollon Wealth Management LLC60,530$3.61M0.1%+4.1%0.124%
5/2/2025 Sigma Planning Corp27,635$1.65M0.1%+73.2%0.057%
5/2/2025 Signaturefd LLC360,711$21.53M0.4%+59.9%0.739%
5/1/2025 Secured Retirement Advisors LLC50,990$3.04M2.0%N/A0.104%
5/1/2025 Reyes Financial Architecture Inc.6,494$388K0.3%+15.5%0.013%
5/1/2025 Hughes Financial Services LLC109,107$6.52M1.3%+93.5%0.223%
5/1/2025 Curtis Advisory Group LLC134,605$8.03M2.4%+10.4%0.276%
5/1/2025 WESPAC Advisors LLC5,544$331K0.3%-5.1%0.011%
4/30/2025 Axxcess Wealth Management LLC40,821$2.44M0.1%+401.5%0.088%
4/30/2025 John W. Brooker & Co. CPAs21,787$1.30M0.5%+19.0%0.047%
4/30/2025 Peterson Wealth Advisors LLC578,595$33.05M6.0%-3.3%1.246%
4/30/2025 Stratos Wealth Partners LTD.32,388$1.93M0.0%+8.4%0.070%
4/30/2025 Stratos Wealth Advisors LLC30,078$1.80M0.1%+11.7%0.065%
4/30/2025 Interchange Capital Partners LLC12,516$747K0.2%+25.8%0.027%
4/30/2025 Crossmark Global Holdings Inc.18,230$1.09M0.0%+37.4%0.039%
4/29/2025 Envestnet Asset Management Inc.2,241,631$133.78M0.0%+45.7%4.826%
4/29/2025 Concurrent Investment Advisors LLC36,238$2.16M0.1%+19.3%0.078%
4/29/2025 Strategic Blueprint LLC11,240$671K0.0%+144.3%0.024%
4/29/2025 Brookstone Capital Management127,146$7.59M0.1%+32.1%0.274%
4/28/2025 Mountain Capital Investment Advisors Inc.6,984$411K0.1%+44.1%0.015%
4/28/2025 Mutual Advisors LLC21,218$1.25M0.0%N/A0.046%
4/28/2025 Milestone Investment Advisors LLC98,359$5.87M1.6%+4.4%0.212%
4/28/2025 Axis Wealth Partners LLC6,244$373K0.3%+11.4%0.013%
4/28/2025 Strategic Financial Concepts LLC41,468$2.48M0.5%+21.8%0.089%
4/28/2025 DAVENPORT & Co LLC24,106$1.44M0.0%+40.5%0.052%
4/28/2025 Clear Creek Financial Management LLC65,315$3.90M0.4%+57.6%0.141%
4/25/2025 Smallwood Wealth Investment Management LLC35,751$2.13M1.3%+63.3%0.077%
4/25/2025 Arbor Investment Advisors LLC4,707$281K0.0%N/A0.010%
4/25/2025 Ameritas Advisory Services LLC68,045$4.20M0.2%-35.6%0.146%
4/25/2025 Stonebridge Financial Group LLC2,317$138K0.0%N/A0.005%
4/25/2025 Convergence Financial LLC28,132$1.68M0.3%+3.9%0.061%
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Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

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4/24/2025 Golden State Wealth Management LLC7,111$424K0.1%+292.9%0.015%
4/24/2025 Shore Point Advisors LLC43,715$2.61M1.4%-1.2%0.094%
4/24/2025 Oakworth Capital Inc.6,338$378K0.0%N/A0.014%
4/24/2025 Philip James Wealth Mangement LLC170,465$10.17M1.2%+2.5%0.367%
4/24/2025 Legacy CG LLC386,114$23.04M7.4%+41.3%0.831%
4/24/2025 Transcend Capital Advisors LLC10,570$631K0.0%+129.5%0.023%
4/24/2025 Oak Wealth Advisors LLC103,515$6.18M4.6%+27.3%0.223%
4/23/2025 Perigon Wealth Management LLC65,975$3.94M0.1%+42.7%0.142%
4/23/2025 Golden State Wealth Management LLC14,222$849K0.1%+685.7%0.031%
4/23/2025 Daymark Wealth Partners LLC147,200$8.79M0.4%-3.8%0.317%
4/23/2025 Archford Capital Strategies LLC50,076$2.99M0.4%+1,224.8%0.108%
4/23/2025 Retirement Guys Formula LLC50,528$3.02M1.5%+4.5%0.109%
4/23/2025 Mascagni Wealth Management Inc.16,895$1.05M1.0%-13.6%0.036%
4/23/2025 Consolidated Portfolio Review Corp5,913$353K0.1%+17.1%0.013%
4/23/2025 Valmark Advisers Inc.4,363$260K0.0%N/A0.009%
4/23/2025 Oppenheimer & Co. Inc.81,467$4.86M0.1%N/A0.175%
4/22/2025 Consolidated Planning Corp471,034$28.11M3.9%+5.2%1.014%
4/22/2025 Palumbo Wealth Management LLC76,494$4.57M1.5%+36.3%0.165%
4/22/2025 Flagship Harbor Advisors LLC62,659$3.74M0.2%+18.1%0.135%
4/22/2025 Pennsylvania Capital Management Inc. ADV10,482$626K0.2%-89.0%0.023%
4/22/2025 Cambridge Investment Research Advisors Inc.514,800$30.72M0.1%+2.5%1.108%
4/22/2025 Kennedy Investment Group52,973$3.16M1.5%+12.6%0.114%
4/22/2025 Madison Wealth Partners Inc5,521$330K0.1%+17.0%0.012%
4/22/2025 Aspire Capital Advisors LLC180,910$10.80M3.2%+24.4%0.389%
4/22/2025 SK Wealth Management LLC249,284$14.38M7.7%-10.2%0.537%
4/22/2025 Bright Futures Wealth Management LLC.47,643$2.75M2.9%-6.7%0.103%
4/22/2025 First PREMIER Bank3,000$179K0.0%+500.0%0.006%
4/22/2025 Echo Wealth Management LLC70,246$4.19M2.8%+25.8%0.151%
4/22/2025 Carr Financial Group Corp374,679$22.36M7.3%+4.3%0.807%
4/22/2025 Private Wealth Partners LLC8,000$477K0.0%N/A0.017%
4/21/2025 Sincerus Advisory LLC33,377$1.99M2.1%+14.8%0.072%
4/21/2025 Martin Worley Group15,019$896K0.5%-21.7%0.032%
4/21/2025 Blue Trust Inc.14,350$856K0.0%+157.2%0.031%
4/21/2025 Envestnet Portfolio Solutions Inc.96,446$5.76M0.0%+48.2%0.208%
4/21/2025 Kingswood Wealth Advisors LLC13,659$815K0.0%+80.0%0.029%
4/21/2025 Essex Savings Bank8,797$525K0.1%+2.9%0.019%
4/21/2025 MN Wealth Advisors LLC21,295$1.27M0.7%+38.5%0.046%
4/18/2025 Mayfair Advisory Group LLC22,943$1.37M0.8%+30.1%0.049%
4/18/2025 CENTRAL TRUST Co274,025$16.35M0.4%-4.3%0.590%
4/17/2025 Stephens Consulting LLC4,386$262K0.1%-94.9%0.009%
4/17/2025 Sagespring Wealth Partners LLC5,189$310K0.0%-99.5%0.011%
4/17/2025 Janney Montgomery Scott LLC87,534$5.22M0.0%-3.3%0.188%
4/17/2025 Sprinkle Financial Consultants LLC40,811$2.44M1.5%+473.8%0.088%
4/17/2025 Cyndeo Wealth Partners LLC41,199$2.46M0.2%-41.2%0.089%
4/17/2025 Fortis Advisors LLC4,101$245K0.2%N/A0.009%
4/17/2025 Partners Wealth Management LLC15,231$909K1.0%+28.6%0.033%
4/17/2025 Grant 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%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
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%
(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, 275 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), 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 CGC Financial Services LLC ($62.98M).Learn more on HELO's institutional investors.

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

Of the 268 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), Envestnet Asset Management Inc. ($1.14M), JPMorgan Chase & Co. ($1.11M), and CGC Financial Services LLC ($1.03M).

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

Institutional investors have bought a total of 29,229,837 shares in the last 24 months. This purchase volume represents approximately $1.75B in transactions.

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

Of the 45 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), 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 Renasant Bank ($54.81K).

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

Institutional investors have sold a total of 3,144,647 shares in the last 24 months. This volume of shares sold represents approximately $189.52M in transactions.


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This page (NYSEARCA:HELO) was last updated on 5/3/2025 by MarketBeat.com Staff
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