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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Institutional Ownership

JPMorgan Hedged Equity Laddered Overlay ETF logo
$65.04 -0.07 (-0.11%)
Closing price 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)
312
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$329.15M
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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
10/9/2025Baker Tilly Wealth Management LLC15,455$1.01M0.2%+24.0%0.029%
10/9/2025Sprinkle Financial Consultants LLC55,888$3.63M2.0%+63.1%0.106%
10/9/2025Redhawk Wealth Advisors Inc.18,619$1.21M0.1%-85.6%0.035%
10/9/2025Peterson Wealth Advisors LLC630,253$40.95M6.1%+6.8%1.199%
10/8/2025 Genesis Private Wealth LLC4,207$273K0.1%N/A0.008%
10/8/2025 Patriot Financial Group Insurance Agency LLC31,430$2.04M0.3%-0.7%0.060%
10/8/2025 Fiduciary Alliance LLC80,189$5.21M0.3%+2.6%0.153%
10/8/2025 Sincerus Advisory LLC32,167$2.09M1.8%+16.3%0.061%
10/8/2025 Ignite Planners LLC5,304$345K0.1%-17.3%0.010%
10/8/2025 Carr Financial Group Corp209,043$13.59M3.7%-18.8%0.398%
10/7/2025 Cooper Financial Group102,423$6.66M0.7%+1.4%0.195%
10/7/2025 Grant Private Wealth Management Inc36,827$2.39M1.5%N/A0.070%
10/6/2025 Gradient Investments LLC801,619$52.11M0.9%+1.9%1.525%
9/4/2025Osaic Holdings Inc.3,008,402$188.27M0.3%+1.1%5.653%
8/29/2025Centaurus Financial Inc.1,870$117K0.0%-31.4%0.004%
8/27/2025Orion Porfolio Solutions LLC88,760$5.56M0.0%+4.6%0.167%
8/26/2025Thrivent Financial for Lutherans10,147$635K0.0%-91.7%0.019%
8/25/2025BLVD Private Wealth LLC35,474$2.22M2.1%N/A0.067%
8/20/2025Coppell Advisory Solutions LLC49,769$3.11M0.4%+378.9%0.094%
8/19/2025B. Riley Wealth Advisors Inc.5,893$369K0.0%N/A0.011%
8/19/2025Advisory Services Network LLC215,388$13.64M0.2%+84.5%0.405%
8/18/2025Tyler Stone Wealth Management103,617$6.48M1.0%+12.5%0.195%
8/18/2025N.E.W. Advisory Services LLC43,398$2.72M0.3%-88.4%0.082%
8/18/2025Geneos Wealth Management Inc.11,324$709K0.0%N/A0.021%
8/15/2025Brown Financial Advisors56,268$3.52M1.4%-2.4%0.106%
8/15/2025Equitable Holdings Inc.82,689$5.18M0.0%+4.1%0.155%
8/15/2025Captrust Financial Advisors56,679$3.55M0.0%+9.8%0.106%
8/15/2025Visionary Wealth Advisors189,967$11.89M0.6%+4.1%0.357%
8/15/2025Smartleaf Asset Management LLC5,691$356K0.0%-81.7%0.011%
8/15/2025Orion Porfolio Solutions LLC76,106$4.76M0.0%-10.3%0.143%
8/15/2025MML Investors Services LLC456,905$28.59M0.1%+6.7%0.859%
8/15/2025Modern Wealth Management LLC12,992$813K0.0%-94.7%0.024%
8/15/2025Great Valley Advisor Group Inc.270,280$16.91M0.4%+81.5%0.508%
8/15/2025Gallagher Fiduciary Advisors LLC6,436$403K0.0%N/A0.012%
8/15/2025Bank of America Corp DE1,677,251$104.96M0.0%+24.9%3.152%
8/14/2025Vienna Asset Management LLC10,101$632K0.4%-61.5%0.019%
8/14/2025Jane Street Group LLC70,028$4.38M0.0%-13.3%0.132%
8/14/2025Ausdal Financial Partners Inc.3,820$239K0.0%-89.4%0.007%
8/14/2025NCM Capital Management LLC20,003$1.25M0.5%+30.3%0.038%
8/14/2025Raymond James Financial Inc.1,591,028$99.57M0.0%+9.7%2.990%
8/14/2025HUB Investment Partners LLC319,356$19.99M0.7%+1.8%0.600%
8/14/2025NewEdge Advisors LLC73,096$4.57M0.0%+46.7%0.137%
8/14/2025Denver PWM LLC36,638$2.29M0.7%+6.6%0.069%
8/14/2025Cary Street Partners Financial LLC269,187$16.85M0.5%+5.7%0.506%
8/13/2025Per Stirling Capital Management LLC.70,515$4.41M0.6%+1.1%0.132%
8/13/2025Avestar Capital LLC12,646$791K0.1%-54.5%0.024%
8/13/2025StoneX Group Inc.7,489$469K0.0%-9.2%0.014%
8/13/2025SageView Advisory Group LLC7,760$492K0.0%N/A0.015%
8/13/2025Milestone Investment Advisors LLC95,587$5.98M1.6%-2.8%0.180%
8/13/2025First Trust Advisors LP8,206$514K0.0%-29.7%0.015%
8/13/2025Plan Group Financial LLC14,240$891K0.3%+6.1%0.027%
8/13/2025IAG Wealth Partners LLC31,355$1.96M0.3%-8.6%0.059%
8/13/2025Beacon Pointe Advisors LLC71,269$4.46M0.0%+3.7%0.134%
8/13/2025Smith Moore & CO.6,315$395K0.0%-63.5%0.012%
8/13/2025Northwestern Mutual Wealth Management Co.4,754$298K0.0%+924.6%0.009%
8/13/2025Mayfair Advisory Group LLC26,720$1.70M0.8%+16.5%0.050%
8/13/2025Integrity Investment Advisors LLC56,962$3.57M2.7%+0.7%0.107%
8/12/2025J.W. Cole Advisors Inc.8,545$535K0.0%+17.7%0.016%
8/12/2025Financial Advocates Investment Management10,912$683K0.1%-68.6%0.021%
8/12/2025Steward Partners Investment Advisory LLC9,312$583K0.0%+192.6%0.017%
8/12/2025CreativeOne Wealth LLC226,122$14.15M0.4%+4.4%0.425%
8/12/2025Global Retirement Partners LLC7,708$482K0.0%N/A0.014%
8/12/2025Waterloo Capital L.P.4,177$261K0.0%-57.0%0.008%
8/12/2025Cozad Asset Management Inc.14,156$886K0.1%+16.2%0.027%
8/12/2025AlphaCore Capital LLC5,077$318K0.0%+8,361.7%0.010%
8/12/2025MAI Capital Management50,736$3.18M0.0%+15.6%0.095%
8/12/2025JPMorgan Chase & Co.425,936$26.66M0.0%+5.1%0.800%
8/11/2025Perennial Investment Advisors LLC3,530$221K0.0%N/A0.007%
8/11/2025Semus Wealth Partners LLC18,980$1.19M0.8%+3.1%0.037%
8/8/2025Firestone Capital Management59,640$3.73M0.9%+5.6%0.115%
8/8/2025Avantax Advisory Services Inc.64,210$4.02M0.0%-2.6%0.124%
8/8/2025Thoroughbred Financial Services LLC35,646$2.23M0.2%-4.2%0.069%
8/8/2025Cetera Investment Advisers1,415,651$88.59M0.1%-6.6%2.729%
8/8/2025Campbell Deegan Wealth Management LLC190,788$11.94M11.8%+70.8%0.368%
8/8/2025Compass Financial Services Inc25,441$1.59M0.8%+2,266.6%0.049%
8/8/2025Foundations Investment Advisors LLC47,108$2.95M0.0%+16.8%0.091%
8/8/2025Clearstead Trust LLC2,111$132K0.0%N/A0.004%
8/8/2025Schwarz Dygos Wheeler Investment Advisors LLC5,187$325K0.1%-3.7%0.010%
8/8/2025Good Life Advisors LLC10,705$670K0.0%N/A0.021%
8/8/2025Renasant Bank61,949$3.88M2.6%-1.7%0.119%
8/8/2025Comprehensive Financial Planning Inc. PA7,303$457K0.4%-18.0%0.014%
8/7/2025Lakeridge Wealth Management LLC18,258$1.14M0.5%+4.5%0.035%
8/7/2025CENTRAL TRUST Co222,442$13.92M0.3%-18.8%0.429%
8/7/2025Vise Technologies Inc.15,850$992K0.0%N/A0.031%
8/7/2025Cahill Financial Advisors Inc.23,599$1.48M0.2%-10.7%0.045%
8/7/2025Hughes Financial Services LLC117,767$7.45M1.3%+7.9%0.227%
8/7/2025Pinnacle Wealth Management Advisory Group LLC39,388$2.47M0.2%+580.3%0.076%
8/6/2025RWA Wealth Partners LLC873,399$54.66M0.7%N/A1.684%
8/6/2025Legacy Wealth Managment LLC ID22,284$1.40M0.7%+36.8%0.043%
8/6/2025Nvwm LLC13,839$866K0.2%+1.4%0.027%
8/6/2025Longview Financial Advisors LLC209,635$13.12M8.2%+8.2%0.404%
8/6/2025Paladin Advisory Group LLC38,066$2.38M1.8%+12.7%0.073%
8/6/2025Mascagni Wealth Management Inc.20,230$1.27M1.1%+19.7%0.039%
8/6/2025Golden State Wealth Management LLC7,682$481K0.1%+8.0%0.015%
8/6/2025SouthState Corp223,759$14.00M0.6%-8.9%0.431%
8/6/2025Convergence Financial LLC30,652$1.92M0.3%+9.0%0.059%
8/5/2025GPS Wealth Strategies Group LLC11,675$731K0.1%+7.1%0.023%
8/5/2025Claro Advisors LLC3,300$207K0.0%N/A0.006%
8/5/2025Milestone Asset Management LLC19,200$1.20M0.3%-58.5%0.037%
8/5/2025Key Financial Inc1,539$96K0.0%N/A0.003%
(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, 333 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 327 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 ($1.22M).

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

Institutional investors have bought a total of 30,382,624 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 114 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), Redhawk Wealth Advisors Inc. ($181.98K), and Carr Financial Group Corp ($165.64K).

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

Institutional investors have sold a total of 5,367,660 shares in the last 24 months. This volume of shares sold represents approximately $329.15M in transactions.


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This page (NYSEARCA:HELO) was last updated on 10/9/2025 by MarketBeat.com Staff
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