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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Institutional Ownership

JPMorgan Hedged Equity Laddered Overlay ETF logo
$67.59 0.00 (0.00%)
As of 07/2/2026 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)
321
Total
Institutional Inflows
(last 12 months)
$1.11B
Number of
Institutional Sellers
(last 12 months)
174
Total
Institutional Outflows
(last 12 months)
$514.56M
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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
6/18/2026Western Wealth Management LLC14,061$899K0.0%-48.2%0.024%
6/8/2026Pine Valley Investments Ltd Liability Co36,628$2.34M0.1%-12.2%0.062%
6/3/2026NewEdge Advisors LLC205,422$13.13M0.0%-2.0%0.346%
5/22/2026WNY Asset Management LLC12,236$782K0.1%N/A0.021%
5/19/2026Western Wealth Management LLC14,061$899K0.0%-48.2%0.024%
5/19/2026Mascagni Wealth Management Inc.14,860$950K0.7%+13.5%0.025%
5/19/2026NewEdge Advisors LLC205,247$13.12M0.3%-2.1%0.345%
5/19/2026Bank of America Corp DE2,420,158$154.67M0.0%+9.3%4.073%
5/19/2026Arkadios Wealth Advisors3,625$232K0.0%-4.9%0.006%
5/18/2026Royal Bank of Canada511,303$32.68M0.0%+3.9%0.860%
5/15/2026Gateway Wealth Partners LLC27,580$1.76M0.1%+19.8%0.046%
5/15/2026Bradley Foster & Sargent Inc. CT68,066$4.35M0.1%-9.6%0.115%
5/14/2026Renaissance Technologies LLC4,621$295K0.0%-61.2%0.008%
5/14/2026Modern Wealth Management LLC8,738$560K0.0%-11.9%0.015%
5/13/2026Cetera Investment Advisers1,584,346$101.26M0.1%+70.8%2.666%
5/13/2026Signature Equity Partners LLC1,667$107K0.1%+38.8%0.003%
5/7/2026Legacy Wealth Managment LLC ID24,693$1.58M0.8%-1.1%0.042%
5/7/2026Marshall & Sterling Wealth Advisors Inc.56,620$3.62M2.4%-7.8%0.095%
5/6/2026Aire Advisors LLC146,382$9.36M1.7%+2.9%0.246%
5/6/2026SK Wealth Management LLC47,355$3.04M0.8%-10.8%0.080%
5/6/2026Thayer Partners LLC MA6,236$399K0.2%N/A0.010%
5/6/2026Birchwood Financial Partners Inc.9,933$635K0.6%+7.7%0.017%
5/5/2026Bank of New York Mellon Corp2,229,653$142.50M0.0%+10.1%3.752%
5/5/2026Milestone Investment Advisors LLC8,412$538K0.1%+4.6%0.014%
5/5/2026Geneos Wealth Management Inc.21,248$1.36M0.0%+14.8%0.036%
5/5/2026SouthState Bank Corp155,884$9.96M0.5%+6.6%0.262%
5/4/2026HBW Advisory Services LLC17,488$1.12M0.1%-7.6%0.029%
5/4/2026Bedel Financial Consulting Inc.21,099$1.35M0.2%+12.4%0.036%
5/4/2026Vantage Point Financial LLC5,811$371K0.1%+55.2%0.010%
5/2/2026CAP Partners LLC8,674$554K0.3%+2.2%0.015%
5/2/2026Strategic Wealth Advisors LLC14,721$940K0.8%+5.5%0.025%
5/2/2026Valmark Advisers Inc.75,728$4.84M0.1%+523.8%0.127%
5/1/2026Fifth Third Bancorp6,558$419K0.0%N/A0.011%
5/1/2026Compass Financial Services Inc97,626$6.24M2.7%+204.2%0.164%
5/1/2026Simplicity Wealth LLC14,916$953K0.1%+30.6%0.025%
5/1/2026Sequoia Financial Advisors LLC10,405$665K0.0%-35.2%0.018%
5/1/2026Paladin Advisory Group LLC53,470$3.42M2.6%-2.4%0.090%
4/30/2026Roman Butler Fullerton & Co.5,363$349K0.1%+6.2%0.009%
4/30/2026Kestra Advisory Services LLC152,645$9.76M0.0%+25.8%0.257%
4/30/2026Integrity Investment Advisors LLC15,540$993K0.5%-6.9%0.026%
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4/30/2026Your Advocates Ltd. LLP447$29K0.0%N/A0.001%
4/29/2026McLaughlin Asset Management Inc.35,151$2.25M2.1%+40.9%0.059%
4/29/2026WealthPLAN Partners LLC92,584$5.92M1.1%-18.1%0.156%
4/28/2026Whittier Trust Co. of Nevada Inc.3,960$255K0.0%N/A0.007%
4/28/2026Fortitude Advisory Group L.L.C.4,382$280K0.1%N/A0.007%
4/28/2026Stephens Inc. AR8,533$545K0.0%-54.2%0.014%
4/28/2026Koshinski Asset Management Inc.25,851$1.65M0.1%+13.9%0.044%
4/27/2026Sierra Ocean LLC19,032$1.22M1.0%+8.4%0.032%
4/27/2026USAdvisors Wealth Management LLC122,850$7.78M2.6%+7.5%0.207%
4/27/2026Private Advisor Group LLC264,014$16.87M0.1%-24.8%0.446%
4/27/2026DeDora Capital Inc.75,312$4.81M1.2%+8.7%0.127%
4/25/2026Axis Wealth Partners LLC10,509$672K0.4%+15.3%0.018%
4/24/2026Alaska Wealth Advisors LLC81,339$5.20M0.6%+5.4%0.137%
4/24/2026Alaska Permanent Capital Management LLC122,243$7.82M0.5%+9.6%0.206%
4/24/2026Balentine LLC14,758$943K0.0%-5.5%0.025%
4/24/2026Fulton Bank N.A.27,209$1.74M0.1%+41.2%0.046%
4/24/2026Secured Retirement Advisors LLC12,414$793K0.4%+14.6%0.021%
4/24/2026Key Financial Inc15,301$978K0.2%+281.7%0.026%
4/24/2026Harbor Investment Advisory LLC49,932$3.19M0.3%+16.0%0.084%
4/23/2026Members Wealth LLC13,019$875K0.5%+2.6%0.022%
4/23/2026Simmons Bank11,432$731K0.0%+270.6%0.019%
4/23/2026Pinnacle Bancorp Inc.449$29K0.0%N/A0.001%
4/23/2026Apollon Wealth Management LLC24,266$1.55M0.0%-6.1%0.041%
4/23/2026Penney Financial LLC68,023$4.35M1.7%+6.6%0.115%
4/22/2026Patriot Financial Group Insurance Agency LLC62,736$4.01M0.2%+99.2%0.106%
4/22/2026Janney Montgomery Scott LLC40,451$2.59M0.0%-11.3%0.069%
4/22/2026Harbor Asset Planning Inc.1,705$109K0.1%+9.8%0.003%
4/22/2026Lewis Asset Management LLC5,815$372K0.2%+5.2%0.010%
4/22/2026Mayfair Advisory Group LLC25,867$1.65M0.6%-12.7%0.044%
4/21/2026Pinnacle Wealth Management Advisory Group LLC185,430$11.85M0.8%+106.2%0.314%
4/21/2026Echo Wealth Management LLC55,343$3.54M2.0%-22.4%0.094%
4/21/2026ADG Wealth Management Group LLC2,787$178K0.1%N/A0.005%
4/21/2026Fiduciary Alliance LLC101,191$6.75M0.4%+12.1%0.171%
4/20/2026Kestra Private Wealth Services LLC140,509$8.98M0.1%-4.4%0.238%
4/20/2026Breakwater Capital Group14,502$927K0.1%-3.1%0.025%
4/20/2026First PREMIER Bank11,759$752K0.2%+59.0%0.020%
4/20/2026RFG Advisory LLC45,524$2.91M0.1%+6.5%0.077%
4/20/2026Riverchase Wealth Management LLC26,914$1.72M0.9%N/A0.046%
4/18/2026CENTRAL TRUST Co203,253$12.99M0.3%-5.8%0.344%
4/18/2026HHM Wealth Advisors LLC490$31K0.0%N/A0.001%
4/17/2026Krilogy Financial LLC18,163$1.21M0.0%-1.0%0.031%
4/17/2026Signal Advisors Wealth LLC10,180$651K0.0%N/A0.017%
4/17/2026Essex Bank5,234$334K0.1%-43.6%0.009%
4/17/2026Athena Wealth Management LLC4,744$303K0.2%-35.4%0.008%
4/17/2026Summit Wealth Partners LLC24,763$1.58M0.3%-8.3%0.042%
4/17/2026High Net Worth Advisory Group LLC3,905$250K0.1%N/A0.007%
4/17/2026CPC Advisors LLC30,875$1.97M0.3%-90.9%0.052%
4/17/2026Brookstone Capital Management298,189$19.06M0.2%+23.9%0.505%
4/16/2026Allegheny Financial Group117,678$7.52M1.0%+51.4%0.199%
4/16/2026Sprinkle Financial Consultants LLC101,584$6.49M3.0%+40.3%0.172%
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4/16/2026Triad Wealth Partners LLC280,770$17.94M1.4%+54.1%0.476%
3/9/2026Corient Private Wealth LLC13,768$915K0.0%N/A0.024%
3/5/2026Taylor Securities Services Inc.748,609$49.73M22.7%N/A1.326%
3/2/2026NCM Capital Management LLC21,627$1.44M0.5%+4.1%0.038%
3/2/2026Wick Capital Partners LLC173,878$11.55M2.1%+2,258.3%0.308%
2/27/2026Arwa LLC10,187$677K0.4%N/A0.018%
2/27/2026Compass Financial Services Inc32,097$2.13M0.9%+5.1%0.057%
2/20/2026Larch Capital Partners LLC41,487$2.76M0.4%N/A0.073%
2/20/2026McLaughlin Asset Management Inc.24,945$1.66M1.5%N/A0.044%
2/20/2026Wick Capital Partners LLC13,890$923K0.1%+88.4%0.025%


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 17,319,268 shares in the last 24 months. This purchase volume represents approximately $1.11B in transactions.

Of the 174 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 7,933,903 shares in the last 24 months. This volume of shares sold represents approximately $514.56M in transactions.


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This page (NYSEARCA:HELO) was last updated on 7/5/2026 by MarketBeat.com Staff.
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