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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Institutional Ownership

JPMorgan Hedged Equity Laddered Overlay ETF logo
$69.43 -0.46 (-0.66%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$69.38 -0.05 (-0.07%)
As of 10/14/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
273
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
152
Total
Institutional Outflows
(last 12 months)
$448.52M
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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
10/15/2026Alliance Wealth Advisors LLC4,850$335K0.1%+26.0%0.007%
10/14/2026Shore Point Advisors LLC44,643$3.09M0.8%-0.4%0.064%
10/14/2026Signal Advisors Wealth LLC43,578$3.01M0.1%+65.6%0.062%
10/13/2026Mechanics Bank Trust Department16,570$1.15M0.2%N/A0.024%
10/13/2026Forvis Mazars Wealth Advisors LLC3,630,519$251.12M4.1%N/A5.184%
10/13/2026Avior Wealth Management LLC168,265$11.64M0.3%N/A0.240%
10/10/2026Atlas Brown Inc.3,190$221K0.1%N/A0.005%
10/9/2026Capital Advisors Wealth Management LLC3,862$267K0.0%+15.9%0.006%
10/9/2026Balefire LLC6,166$427K0.1%N/A0.009%
10/9/2026Breakwater Capital Group13,574$939K0.1%+5.1%0.019%
10/8/2026Farther Finance Advisors LLC18,293$1.27M0.0%+28.0%0.026%
10/8/2026CoreCap Advisors LLC9,489$656K0.0%+16.5%0.014%
10/8/2026YHB Investment Advisors Inc.28,914$2M0.1%N/A0.041%
10/8/2026Apella Capital LLC265,342$18.53M0.2%N/A0.379%
10/8/2026Avidian Wealth Enterprises LLC147,481$10.20M0.3%N/A0.211%
10/8/2026Peterson Wealth Advisors LLC769,019$53.19M6.2%+4.9%1.098%
10/7/2026Cooper Financial Group63,043$4.36M0.3%-0.4%0.090%
10/5/2026Baker Tilly Wealth Management LLC17,299$1.20M0.2%+11.9%0.025%
9/23/2026Envestnet Portfolio Solutions Inc.44,673$3.02M0.0%-52.9%0.064%
9/23/2026Envestnet Asset Management Inc.1,727,596$116.75M0.0%-32.6%2.487%
9/9/2026Sequoia Financial Advisors LLC3,317$224K0.0%-68.1%0.005%
9/9/2026Archford Capital Strategies LLC157,859$10.67M1.1%+9.0%0.234%
9/9/2026Capital Analysts LLC21,571$1.46M0.0%+18.3%0.032%
9/9/2026Pinnacle Wealth Management Advisory Group LLC293,065$19.81M1.2%+58.0%0.434%
9/9/2026Integrated Wealth Concepts LLC40,460$2.73M0.0%-75.1%0.060%
9/9/2026RFG Advisory LLC40,355$2.73M0.0%-11.4%0.060%
9/9/2026NewEdge Advisors LLC185,983$12.57M0.0%-9.5%0.275%
9/8/2026Waverly Advisors LLC159,599$10.79M0.1%+0.7%0.236%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group84,919$5.76M0.6%+2.5%0.126%
8/23/2026Ameritas Advisory Services LLC52,391$3.54M0.1%+166.2%0.078%
8/23/2026Aspire Capital Advisors LLC205,341$13.88M2.7%+1.7%0.304%
8/23/2026Yarger Wealth Strategies LLC32,934$2.25M0.8%-10.5%0.049%
8/23/2026Fortitude Advisory Group L.L.C.9,554$646K0.2%+118.0%0.014%
8/22/2026Markowski Investments450$30K0.0%N/A0.001%
8/22/2026Legacy Wealth Managment LLC ID19,604$1.33M0.6%-20.6%0.029%
8/22/2026Concurrent Investment Advisors LLC24,755$1.67M0.0%-19.9%0.037%
8/21/2026Smallwood Wealth Investment Management LLC106,768$7.22M3.2%+19.7%0.158%
8/21/2026Coppell Advisory Solutions LLC57,923$3.91M0.7%N/A0.086%
8/21/2026Firestone Capital Management71,837$4.86M0.9%+9.2%0.106%
8/21/2026Lionsbridge Wealth Management LLC6,933$469K0.4%-55.7%0.010%
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8/21/2026Bedel Financial Consulting Inc.20,569$1.39M0.1%-2.5%0.030%
8/20/2026Denver PWM LLC9,271$650K0.2%-38.4%0.014%
8/14/2026Ancora Advisors LLC2,775$188K0.0%N/A0.004%
7/10/2026Orrstown Financial Services Inc.156,248$10.56M1.6%+6.1%0.269%
7/10/2026Fulton Bank N.A.26,606$1.80M0.1%-2.2%0.046%
7/9/2026Financial Management Professionals Inc.73,079$4.94M0.5%+7.6%0.126%
7/9/2026Alliance Wealth Advisors LLC3,850$260K0.1%N/A0.007%
7/9/2026Ehrlich Financial Group11,388$770K0.4%-7.8%0.020%
7/9/2026Breakwater Capital Group12,917$873K0.1%-10.9%0.022%
7/8/2026Sprinkle Financial Consultants LLC120,333$8.13M3.2%+18.5%0.207%
7/8/2026Cooper Financial Group63,317$4.28M0.4%-30.9%0.109%
7/7/2026Mechanics Bank Trust Department17,470$1.18M0.1%-1.9%0.030%
7/7/2026Grant Private Wealth Management Inc29,448$1.99M0.8%-12.4%0.051%
7/7/2026Avior Wealth Management LLC173,665$11.74M0.3%+0.7%0.299%
7/7/2026Harbor Investment Advisory LLC49,442$3.34M0.2%-1.0%0.085%
7/7/2026CoreCap Advisors LLC8,145$550K0.0%+36.0%0.014%
7/6/2026Sincerus Advisory LLC45,099$3.05M2.1%+10.6%0.078%
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%
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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%
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%


HELO Institutional Ownership - Frequently Asked Questions

During the previous two years, 431 institutional investors and hedge funds held shares of JPMorgan Hedged Equity Laddered Overlay ETF. The most heavily invested institutionals were Forvis Mazars Wealth Advisors LLC ($251.12M), LPL Financial LLC ($211.88M), Bank of America Corp DE ($154.67M), Bank of New York Mellon Corp ($142.50M), Wealth Enhancement Advisory Services LLC ($135.39M), Osaic Holdings Inc. ($131.94M), and Envestnet Asset Management Inc. ($116.75M).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: Forvis Mazars Wealth Advisors LLC ($5.06M), Bank of New York Mellon Corp ($2.23M), Strategic Financial Concepts LLC ($2.05M), Raymond James Financial Inc. ($1.96M), LPL Financial LLC ($1.91M), Cetera Investment Advisers ($1.59M), and Wealth Enhancement Advisory Services LLC ($1.39M).

Institutional investors have bought a total of 15,193,259 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

Of the 152 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), Envestnet Asset Management Inc. ($836.68K), Dynasty Wealth Management LLC ($586.34K), Gradient Investments LLC ($567.78K), HighTower Advisors LLC ($323.78K), CPC Advisors LLC ($306.57K), and Legacy CG LLC ($254.92K).

Institutional investors have sold a total of 6,825,645 shares in the last 24 months. This volume of shares sold represents approximately $450.21M in transactions.


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Institutional ownership data for NYSEARCA:HELO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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