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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Institutional Ownership

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$55.01
-0.53 (-0.95%)
(As of 04/30/2024 ET)
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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)
36
Total
Institutional Inflows
(last 12 months)
$188.03M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$2.57M
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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
4/30/2024Curtis Advisory Group LLC41,650$2.33M0.9%+356.1%0.472%
4/30/2024MN Wealth Advisors LLC7,317$410K0.3%+23.8%0.083%
4/29/2024Commonwealth Equity Services LLC45,144$2.53M0.0%+274.4%0.511%
4/25/2024 Eudaimonia Partners LLC6,890$386K0.1%N/A0.078%
4/25/2024 Cambridge Investment Research Advisors Inc.426,167$23.85M0.1%+2,266.0%4.826%
4/24/2024 CENTRAL TRUST Co190,043$10.64M0.3%N/A2.152%
4/23/2024 Global Retirement Partners LLC1,845$103K0.0%+192.9%0.021%
4/23/2024 Gradient Investments LLC783,150$43.83M1.0%-2.9%8.869%
4/23/2024 Sugarloaf Wealth Management LLC168,108$9.41M1.8%N/A1.904%
4/22/2024 Strategic Financial Concepts LLC7,977$446K0.1%N/A0.000%
4/22/2024 Echo Wealth Management LLC36,878$2.06M1.7%+1.2%0.000%
4/18/2024 CAP Partners LLC4,267$239K0.2%N/A0.000%
4/18/2024 Capital Advisors Ltd. LLC1,507$84K0.0%+57.5%0.000%
4/18/2024 Breakwater Capital Group8,779$491K0.1%+12.9%0.000%
4/17/2024 Fiduciary Alliance LLC42,396$2.37M0.4%+50.9%0.000%
4/16/2024 Financial Management Professionals Inc.8,302$465K0.1%N/A0.000%
4/16/2024 DeDora Capital Inc.8,945$501K0.2%+58.4%0.101%
4/15/2024 Peterson Wealth Advisors LLC466,795$26.13M5.6%+68.4%0.000%
4/15/2024 Brookstone Capital Management23,895$1.34M0.0%+351.7%0.000%
4/12/2024 Ignite Planners LLC14,718$822K0.2%-47.9%0.000%
4/12/2024 Harbor Investment Advisory LLC25,139$1.41M0.1%N/A0.000%
4/11/2024 Cooper Financial Group8,122$455K0.1%+15.1%0.000%
4/10/2024 Legacy Financial Group LLC40,286$2.26M0.5%N/A0.000%
4/4/2024 Orrstown Financial Services Inc.82,246$4.60M2.6%+397.0%0.000%
2/14/2024Visionary Wealth Advisors34,304$1.81M0.1%N/A0.000%
2/13/2024Per Stirling Capital Management LLC.160,880$8.51M1.6%N/A0.000%
2/12/2024 Sprinkle Financial Consultants LLC5,983$316K0.3%N/A0.000%
2/9/2024InterOcean Capital Group LLC26,364$1.39M0.0%N/A0.000%
2/7/2024Shore Point Advisors LLC41,746$2.21M1.4%N/A0.000%
2/7/2024Cary Street Partners Investment Advisory LLC78,014$4.13M0.2%N/A0.000%
2/6/2024TCG Advisory Services LLC30,751$1.63M0.1%N/A0.000%
2/5/2024Cary Street Partners Asset Management LLC8,710$461K0.1%N/A0.000%
2/5/2024Kestra Private Wealth Services LLC11,872$628K0.0%N/A0.000%
2/2/2024 Capital Advisors Ltd. LLC957$51K0.0%N/A0.000%
1/29/2024Curtis Advisory Group LLC9,132$483K0.2%N/A0.000%
1/24/2024 Breakwater Capital Group7,773$416K0.1%N/A0.000%
1/23/2024Patten & Patten Inc. TN83,930$4.44M0.4%N/A0.000%
1/18/2024 John W. Brooker & Co. CPAs4,891$259K0.1%N/A0.000%
1/18/2024 Gradient Investments LLC806,792$42.66M1.0%N/A0.000%
1/18/2024 Global Retirement Partners LLC630$33K0.0%N/A0.000%
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1/18/2024 DeDora Capital Inc.5,648$299K0.1%N/A0.000%
1/17/2024 Fiduciary Alliance LLC28,088$1.49M0.3%N/A0.000%
1/17/2024 Echo Wealth Management LLC36,426$1.93M1.8%N/A0.000%
1/16/2024 Cooper Financial Group7,054$373K0.1%N/A0.000%
1/12/2024 CGC Financial Services LLC535,027$28.29M13.0%N/A0.000%
1/11/2024 Brookstone Capital Management5,290$280K0.0%N/A0.000%
1/11/2024 Orrstown Financial Services Inc.16,550$875K0.7%N/A0.000%
1/10/2024 Peterson Wealth Advisors LLC277,265$14.66M3.5%N/A0.000%
1/9/2024 Daymark Wealth Partners LLC38,461$2.03M0.1%N/A0.000%
1/9/2024 Ignite Planners LLC28,256$1.49M0.4%-24.6%0.000%
(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, 37 institutional investors and hedge funds held shares of JPMorgan Hedged Equity Laddered Overlay ETF. The most heavily invested institutionals were Gradient Investments LLC ($43.83M), CGC Financial Services LLC ($28.29M), Peterson Wealth Advisors LLC ($26.13M), Cambridge Investment Research Advisors Inc. ($23.85M), CENTRAL TRUST Co ($10.64M), Sugarloaf Wealth Management LLC ($9.41M), and Per Stirling Capital Management LLC. ($8.51M).Learn more on HELO's institutional investors.

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

Of the 36 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: Gradient Investments LLC ($806.79K), CGC Financial Services LLC ($535.03K), Peterson Wealth Advisors LLC ($466.80K), Cambridge Investment Research Advisors Inc. ($408.16K), CENTRAL TRUST Co ($190.04K), Sugarloaf Wealth Management LLC ($168.11K), and Per Stirling Capital Management LLC. ($160.88K).

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

Institutional investors have bought a total of 3,484,441 shares in the last 24 months. This purchase volume represents approximately $188.03M in transactions.

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

The following institutional investors have sold JPMorgan Hedged Equity Laddered Overlay ETF stock in the last 24 months: Gradient Investments LLC ($23.64K), and Ignite Planners LLC ($22.74K).

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

Institutional investors have sold a total of 46,380 shares in the last 24 months. This volume of shares sold represents approximately $2.57M in transactions.


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This page (NYSEARCA:HELO) was last updated on 5/1/2024 by MarketBeat.com Staff

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