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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Institutional Ownership

JPMorgan Hedged Equity Laddered Overlay ETF logo
$62.09 +0.13 (+0.21%)
As of 06/12/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
272
Total
Institutional Inflows
(last 12 months)
$1.75B
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$198.52M
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HELO Institutional Buying and Selling by Quarter

JPMorgan Hedged Equity Laddered Overlay ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/10/2025 Compass Financial Services Inc1,075$64K0.0%N/A0.002%
6/2/2025 Modern Wealth Management LLC243,630$14.54M0.5%+1.9%0.476%
5/22/2025 Mattson Financial Services LLC42,752$2.55M0.8%-51.9%0.088%
5/20/2025 Focus Partners Wealth671,608$40.08M0.1%+13.3%1.375%
5/19/2025 Jane Street Group LLC80,796$4.82M0.0%+13.7%0.165%
5/16/2025 Coppell Advisory Solutions LLC10,393$620K0.0%-80.4%0.021%
5/16/2025 Signature Estate & Investment Advisors LLC11,517$687K0.0%N/A0.024%
5/16/2025 Legacy Wealth Managment LLC ID16,286$972K0.7%-7.1%0.033%
5/16/2025 Coordinated Financial Services Inc. CO36,181$2.16M1.7%N/A0.074%
5/16/2025 NewEdge Advisors LLC49,833$2.97M0.0%+369.4%0.102%
5/16/2025 Ancora Advisors LLC7,839$468K0.0%-23.6%0.016%
5/15/2025 Royal Bank of Canada460,701$27.49M0.0%+10.8%0.943%
5/15/2025 MAI Capital Management43,873$2.62M0.0%+54.1%0.090%
5/15/2025 OLD Mission Capital LLC43,029$2.57M0.0%N/A0.088%
5/14/2025 CreativeOne Wealth LLC216,539$12.92M0.4%+27.5%0.443%
5/14/2025 Per Stirling Capital Management LLC.69,781$4.17M0.6%-25.8%0.143%
5/14/2025 NCM Capital Management LLC15,349$916K0.4%+14.8%0.031%
5/14/2025 Comerica Bank12,508$746K0.0%+4.9%0.026%
5/14/2025 Apexium Financial LP35,655$2.13M0.1%+102.6%0.073%
5/14/2025 Smartleaf Asset Management LLC31,072$1.85M0.2%+1.4%0.064%
5/14/2025 Kestra Advisory Services LLC37,179$2.22M0.0%+101.4%0.076%
5/14/2025 Integras Partners LLC16,078$960K0.9%-3.0%0.033%
5/14/2025 Lionsbridge Wealth Management LLC72,083$4.30M3.8%-5.9%0.148%
5/14/2025 Capital Analysts LLC9,622$574K0.0%+305.3%0.020%
5/14/2025 Tradition Wealth Management LLC8,652$516K0.0%-5.7%0.018%
5/14/2025 Vertex Planning Partners LLC252,234$15.05M3.3%+5.9%0.517%
5/13/2025 Tyler Stone Wealth Management92,109$5.50M1.0%+56.9%0.189%
5/13/2025 Raymond James Financial Inc.1,450,934$86.59M0.0%+23.9%2.971%
5/13/2025 Forvis Mazars Wealth Advisors LLC1,894,647$113.07M2.7%+36.7%3.880%
5/13/2025 Financial Network Wealth Advisors LLC3,992$238K0.3%+1,018.2%0.008%
5/13/2025 HighTower Advisors LLC816,832$48.75M0.1%+9.9%1.673%
5/12/2025 Capital Planning Advisors LLC182,694$10.90M1.7%+8.2%0.374%
5/12/2025 SouthState Corp245,654$14.66M0.7%+1,413.7%0.503%
5/12/2025 Cooper Financial Group110,180$6.58M0.9%+14.5%0.226%
5/12/2025 Benjamin Edwards Inc.15,164$905K0.0%+8.3%0.031%
5/12/2025 Townsquare Capital LLC37,705$2.25M0.0%+10.5%0.077%
5/12/2025 WealthPLAN Partners LLC170,528$10.18M1.4%+6.2%0.349%
5/12/2025 WealthPlan Investment Management LLC147,064$8.78M0.9%-31.9%0.301%
5/9/2025 Evolution Wealth Advisors LLC39,550$2.36M0.4%+48.3%0.081%
5/9/2025 Renasant Bank63,028$3.76M2.5%+1.0%0.129%
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5/9/2025 Comprehensive Financial Planning Inc. PA8,908$532K0.5%+105.3%0.018%
5/9/2025 Atria Wealth Solutions Inc.83,440$4.98M0.1%+65.0%0.171%
5/9/2025 Cary Street Partners Financial LLC254,776$15.21M0.5%+15.4%0.522%
5/9/2025 Thoroughbred Financial Services LLC37,228$2.22M0.1%+6.7%0.076%
5/9/2025 Commonwealth Equity Services LLC592,581$35.37M0.1%+91.3%1.214%
5/9/2025 Prairieview Wealth Partners LLC115,069$6.87M8.4%+3.0%0.236%
5/8/2025 MONECO Advisors LLC29,584$1.77M0.2%+83.9%0.061%
5/8/2025 BCGM Wealth Management LLC6,093$364K0.1%+4.6%0.012%
5/8/2025 Pasadena Private Wealth LLC3,750$224K0.0%N/A0.008%
5/8/2025 CAP Partners LLC7,139$426K0.3%+17.9%0.015%
5/8/2025 Arkadios Wealth Advisors7,042$420K0.0%-2.9%0.014%
5/8/2025 Cozad Asset Management Inc.12,186$727K0.1%+27.0%0.025%
5/7/2025 N.E.W. Advisory Services LLC374,226$22.33M1.7%+117.4%0.766%
5/7/2025 Indie Asset Partners LLC11,214$669K0.6%-8.8%0.023%
5/7/2025 Pinnacle Wealth Management Advisory Group LLC5,790$346K0.0%N/A0.012%
5/7/2025 Patten & Patten Inc. TN276,909$16.53M1.1%+7.9%0.567%
5/7/2025 Foundations Investment Advisors LLC40,321$2.41M0.0%+43.0%0.083%
5/7/2025 Purkiss Capital Advisors LLC25,212$1.51M1.1%+13.6%0.052%
5/7/2025 LPL Financial LLC1,958,754$116.90M0.0%+64.1%4.011%
5/7/2025 Semus Wealth Partners LLC18,417$1.10M0.8%+22.2%0.038%
5/7/2025 Bedel Financial Consulting Inc.19,439$1.16M0.2%+3.4%0.040%
5/7/2025 Nvwm LLC13,654$815K0.2%-3.2%0.028%
5/7/2025 Denver PWM LLC34,372$2.05M0.7%+5.6%0.070%
5/6/2025 USAdvisors Wealth Management LLC114,349$6.82M2.4%+14.5%0.234%
5/6/2025 Cetera Investment Advisers1,515,962$90.47M0.2%+56.5%3.105%
5/6/2025 Avantax Advisory Services Inc.65,941$3.94M0.0%+49.2%0.135%
5/6/2025 Pinnacle Associates Ltd.10,050$600K0.0%N/A0.021%
5/6/2025 AE Wealth Management LLC1,679$100K0.0%+52.2%0.003%
5/6/2025 Summit Wealth Partners LLC21,417$1.28M0.3%+89.5%0.044%
5/6/2025 DeDora Capital Inc.23,161$1.38M0.4%+24.5%0.047%
5/6/2025 Ignite Planners LLC7,662$456K0.1%-23.0%0.016%
5/6/2025 Integrity Investment Advisors LLC56,572$3.38M3.1%N/A0.116%
5/5/2025 Hazlett Burt & Watson Inc.435$26K0.0%+1,179.4%0.001%
5/5/2025 Aire Advisors LLC126,410$7.54M1.6%+10.9%0.259%
5/5/2025 WNY Asset Management LLC18,897$1.13M0.1%+124.9%0.039%
5/5/2025 IFP Advisors Inc6,497$388K0.0%+87.0%0.013%
5/5/2025 Kestra Private Wealth Services LLC158,688$9.47M0.2%+12.2%0.325%
5/5/2025 Resurgent Financial Advisors LLC6,928$413K0.2%+5.0%0.014%
5/5/2025 Private Advisor Group LLC237,476$14.17M0.1%+17.3%0.486%
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%
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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%
(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, 288 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), LPL Financial LLC ($116.90M), Forvis Mazars Wealth Advisors LLC ($113.07M), Cetera Investment Advisers ($90.47M), Raymond James Financial Inc. ($86.59M), JPMorgan Chase & Co. ($84.45M), and Wealth Enhancement Advisory Services LLC ($83.79M).Learn more on HELO's institutional investors.

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

Of the 281 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), Raymond James Financial Inc. ($1.45M), Wealth Enhancement Advisory Services LLC ($1.40M), LPL Financial LLC ($1.36M), Gradient Investments LLC ($1.20M), Envestnet Asset Management Inc. ($1.14M), and JPMorgan Chase & Co. ($1.11M).

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

Institutional investors have bought a total of 32,946,490 shares in the last 24 months. This purchase volume represents approximately $1.98B in transactions.

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

Of the 55 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 WealthPlan Investment Management LLC ($68.93K).

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

Institutional investors have sold a total of 3,339,949 shares in the last 24 months. This volume of shares sold represents approximately $201.17M in transactions.



This page (NYSEARCA:HELO) was last updated on 6/13/2025 by MarketBeat.com Staff
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