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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Institutional Ownership

JPMorgan Hedged Equity Laddered Overlay ETF logo
$67.75 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
322
Total
Institutional Inflows
(last 12 months)
$1.12B
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$513.81M
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Skip Chart & View Institutional Buying and Selling Data

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
5/22/2026WNY Asset Management LLC12,236$782K0.1%N/A0.021%
5/19/2026 Western Wealth Management LLC14,061$899K0.0%-48.2%0.024%
5/19/2026 Mascagni Wealth Management Inc.14,860$950K0.7%+13.5%0.025%
5/19/2026 NewEdge Advisors LLC205,247$13.12M0.3%-2.1%0.345%
5/19/2026 Bank of America Corp DE2,420,158$154.67M0.0%+9.3%4.073%
5/19/2026 Arkadios Wealth Advisors3,625$232K0.0%-4.9%0.006%
5/18/2026 Royal Bank of Canada511,303$32.68M0.0%+3.9%0.860%
5/15/2026 Gateway Wealth Partners LLC27,580$1.76M0.1%+19.8%0.046%
5/15/2026 Bradley Foster & Sargent Inc. CT68,066$4.35M0.1%-9.6%0.115%
5/14/2026 Renaissance Technologies LLC4,621$295K0.0%-61.2%0.008%
5/14/2026 Modern Wealth Management LLC8,738$560K0.0%-11.9%0.015%
5/13/2026 Cetera Investment Advisers1,584,346$101.26M0.1%+70.8%2.666%
5/13/2026 Signature Equity Partners LLC1,667$107K0.1%+38.8%0.003%
5/7/2026 Legacy Wealth Managment LLC ID24,693$1.58M0.8%-1.1%0.042%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.56,620$3.62M2.4%-7.8%0.095%
5/6/2026 Aire Advisors LLC146,382$9.36M1.7%+2.9%0.246%
5/6/2026 SK Wealth Management LLC47,355$3.04M0.8%-10.8%0.080%
5/6/2026 Thayer Partners LLC MA6,236$399K0.2%N/A0.010%
5/6/2026 Birchwood Financial Partners Inc.9,933$635K0.6%+7.7%0.017%
5/5/2026 Bank of New York Mellon Corp2,229,653$142.50M0.0%+10.1%3.752%
5/5/2026 Milestone Investment Advisors LLC8,412$538K0.1%+4.6%0.014%
5/5/2026 Geneos Wealth Management Inc.21,248$1.36M0.0%+14.8%0.036%
5/5/2026 SouthState Bank Corp155,884$9.96M0.5%+6.6%0.262%
5/4/2026 HBW Advisory Services LLC17,488$1.12M0.1%-7.6%0.029%
5/4/2026 Bedel Financial Consulting Inc.21,099$1.35M0.2%+12.4%0.036%
5/4/2026 Vantage Point Financial LLC5,811$371K0.1%+55.2%0.010%
5/2/2026 CAP Partners LLC8,674$554K0.3%+2.2%0.015%
5/2/2026 Strategic Wealth Advisors LLC14,721$940K0.8%+5.5%0.025%
5/2/2026 Valmark Advisers Inc.75,728$4.84M0.1%+523.8%0.127%
5/1/2026 Fifth Third Bancorp6,558$419K0.0%N/A0.011%
5/1/2026 Compass Financial Services Inc97,626$6.24M2.7%+204.2%0.164%
5/1/2026 Simplicity Wealth LLC14,916$953K0.1%+30.6%0.025%
5/1/2026 Sequoia Financial Advisors LLC10,405$665K0.0%-35.2%0.018%
5/1/2026 Paladin Advisory Group LLC53,470$3.42M2.6%-2.4%0.090%
4/30/2026 Roman Butler Fullerton & Co.5,363$349K0.1%+6.2%0.009%
4/30/2026 Kestra Advisory Services LLC152,645$9.76M0.0%+25.8%0.257%
4/30/2026 Integrity Investment Advisors LLC15,540$993K0.5%-6.9%0.026%
4/30/2026 Your Advocates Ltd. LLP447$29K0.0%N/A0.001%
4/29/2026 McLaughlin Asset Management Inc.35,151$2.25M2.1%+40.9%0.059%
4/29/2026 WealthPLAN Partners LLC92,584$5.92M1.1%-18.1%0.156%
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4/28/2026 Whittier Trust Co. of Nevada Inc.3,960$255K0.0%N/A0.007%
4/28/2026 Fortitude Advisory Group L.L.C.4,382$280K0.1%N/A0.007%
4/28/2026 Stephens Inc. AR8,533$545K0.0%-54.2%0.014%
4/28/2026 Koshinski Asset Management Inc.25,851$1.65M0.1%+13.9%0.044%
4/27/2026 Sierra Ocean LLC19,032$1.22M1.0%+8.4%0.032%
4/27/2026 USAdvisors Wealth Management LLC122,850$7.78M2.6%+7.5%0.207%
4/27/2026 Private Advisor Group LLC264,014$16.87M0.1%-24.8%0.446%
4/27/2026 DeDora Capital Inc.75,312$4.81M1.2%+8.7%0.127%
4/25/2026 Axis Wealth Partners LLC10,509$672K0.4%+15.3%0.018%
4/24/2026 Alaska Wealth Advisors LLC81,339$5.20M0.6%+5.4%0.137%
4/24/2026 Alaska Permanent Capital Management LLC122,243$7.82M0.5%+9.6%0.206%
4/24/2026 Balentine LLC14,758$943K0.0%-5.5%0.025%
4/24/2026 Fulton Bank N.A.27,209$1.74M0.1%+41.2%0.046%
4/24/2026 Secured Retirement Advisors LLC12,414$793K0.4%+14.6%0.021%
4/24/2026 Key Financial Inc15,301$978K0.2%+281.7%0.026%
4/24/2026 Harbor Investment Advisory LLC49,932$3.19M0.3%+16.0%0.084%
4/23/2026 Members Wealth LLC13,019$875K0.5%+2.6%0.022%
4/23/2026 Simmons Bank11,432$731K0.0%+270.6%0.019%
4/23/2026 Pinnacle Bancorp Inc.449$29K0.0%N/A0.001%
4/23/2026 Apollon Wealth Management LLC24,266$1.55M0.0%-6.1%0.041%
4/23/2026 Penney Financial LLC68,023$4.35M1.7%+6.6%0.115%
4/22/2026 Patriot Financial Group Insurance Agency LLC62,736$4.01M0.2%+99.2%0.106%
4/22/2026 Janney Montgomery Scott LLC40,451$2.59M0.0%-11.3%0.069%
4/22/2026 Harbor Asset Planning Inc.1,705$109K0.1%+9.8%0.003%
4/22/2026 Lewis Asset Management LLC5,815$372K0.2%+5.2%0.010%
4/22/2026 Mayfair Advisory Group LLC25,867$1.65M0.6%-12.7%0.044%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC185,430$11.85M0.8%+106.2%0.314%
4/21/2026 Echo Wealth Management LLC55,343$3.54M2.0%-22.4%0.094%
4/21/2026 ADG Wealth Management Group LLC2,787$178K0.1%N/A0.005%
4/21/2026 Fiduciary Alliance LLC101,191$6.75M0.4%+12.1%0.171%
4/20/2026 Kestra Private Wealth Services LLC140,509$8.98M0.1%-4.4%0.238%
4/20/2026 Breakwater Capital Group14,502$927K0.1%-3.1%0.025%
4/20/2026 First PREMIER Bank11,759$752K0.2%+59.0%0.020%
4/20/2026 RFG Advisory LLC45,524$2.91M0.1%+6.5%0.077%
4/20/2026 Riverchase Wealth Management LLC26,914$1.72M0.9%N/A0.046%
4/18/2026 CENTRAL TRUST Co203,253$12.99M0.3%-5.8%0.344%
4/18/2026 HHM Wealth Advisors LLC490$31K0.0%N/A0.001%
4/17/2026 Krilogy Financial LLC18,163$1.21M0.0%-1.0%0.031%
4/17/2026 Signal Advisors Wealth LLC10,180$651K0.0%N/A0.017%
4/17/2026 Essex Bank5,234$334K0.1%-43.6%0.009%
4/17/2026 Athena Wealth Management LLC4,744$303K0.2%-35.4%0.008%
4/17/2026 Summit Wealth Partners LLC24,763$1.58M0.3%-8.3%0.042%
4/17/2026 High Net Worth Advisory Group LLC3,905$250K0.1%N/A0.007%
4/17/2026 CPC Advisors LLC30,875$1.97M0.3%-90.9%0.052%
4/17/2026 Brookstone Capital Management298,189$19.06M0.2%+23.9%0.505%
4/16/2026 Allegheny Financial Group117,678$7.52M1.0%+51.4%0.199%
4/16/2026 Sprinkle Financial Consultants LLC101,584$6.49M3.0%+40.3%0.172%
4/16/2026 Triad Wealth Partners LLC280,770$17.94M1.4%+54.1%0.476%
3/9/2026 Corient Private Wealth LLC13,768$915K0.0%N/A0.024%
3/5/2026 Taylor Securities Services Inc.748,609$49.73M22.7%N/A1.326%
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3/2/2026 NCM Capital Management LLC21,627$1.44M0.5%+4.1%0.038%
3/2/2026 Wick Capital Partners LLC173,878$11.55M2.1%+2,258.3%0.308%
2/27/2026 Arwa LLC10,187$677K0.4%N/A0.018%
2/27/2026 Compass Financial Services Inc32,097$2.13M0.9%+5.1%0.057%
2/20/2026 Larch Capital Partners LLC41,487$2.76M0.4%N/A0.073%
2/20/2026 McLaughlin Asset Management Inc.24,945$1.66M1.5%N/A0.044%
2/20/2026 Wick Capital Partners LLC13,890$923K0.1%+88.4%0.025%
2/19/2026 Axxcess Wealth Management LLC23,468$1.56M0.0%-15.0%0.042%
2/19/2026 Birchwood Financial Partners Inc.9,220$613K0.6%N/A0.016%
2/19/2026 Corient Private Wealth LLC13,768$915K0.0%N/A0.024%


HELO Institutional Ownership - Frequently Asked Questions

During the previous two years, 429 institutional investors and hedge funds held shares of JPMorgan Hedged Equity Laddered Overlay ETF. The most heavily invested institutionals were LPL Financial LLC ($211.88M), Envestnet Asset Management Inc. ($179.85M), Forvis Mazars Wealth Advisors LLC ($155.60M), Bank of America Corp DE ($154.67M), Bank of New York Mellon Corp ($142.50M), Wealth Enhancement Advisory Services LLC ($135.39M), and Osaic Holdings Inc. ($131.94M).Learn more on JPMorgan Hedged Equity Laddered Overlay ETF's institutional investors.

Of the 417 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 ($3.04M), Bank of New York Mellon Corp ($2.23M), Wealth Enhancement Advisory Services LLC ($2.02M), Raymond James Financial Inc. ($1.96M), LPL Financial LLC ($1.91M), Cetera Investment Advisers ($1.68M), and Envestnet Asset Management Inc. ($1.66M).

Institutional investors have bought a total of 17,326,584 shares in the last 24 months. This purchase volume represents approximately $1.12B in transactions.

Of the 173 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: Osaic Holdings Inc. ($910.81K), Dynasty Wealth Management LLC ($586.34K), Gradient Investments LLC ($567.78K), N.E.W. Advisory Services LLC ($372.48K), HighTower Advisors LLC ($323.78K), CPC Advisors LLC ($306.57K), and Legacy CG LLC ($254.92K).

Institutional investors have sold a total of 7,922,346 shares in the last 24 months. This volume of shares sold represents approximately $513.81M in transactions.


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This page (NYSEARCA:HELO) was last updated on 5/26/2026 by MarketBeat.com Staff.
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