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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Institutional Ownership

JPMorgan Hedged Equity Laddered Overlay ETF logo
$67.55 +0.06 (+0.09%)
As of 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)
341
Total
Institutional Inflows
(last 12 months)
$1.27B
Number of
Institutional Sellers
(last 12 months)
178
Total
Institutional Outflows
(last 12 months)
$522.64M
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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
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%
5/4/2026 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%
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%
3/9/2026Corient 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%
2/27/2026 Arwa LLC10,187$677K0.4%N/A0.018%
2/27/2026 Compass Financial Services Inc32,097$2.13M0.9%+5.1%0.057%
2/20/2026Larch 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%
2/20/2026Wick 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%
2/19/2026Birchwood Financial Partners Inc.9,220$613K0.6%N/A0.016%
2/19/2026Corient Private Wealth LLC13,768$915K0.0%N/A0.024%
2/18/2026Raymond James Financial Inc.1,742,174$115.73M0.0%+26.6%3.086%
2/18/2026Beacon Pointe Advisors LLC70,983$4.72M0.0%-6.2%0.126%
2/18/2026SkyView Investment Advisors LLC85,288$5.67M0.7%+1,190.7%0.151%
2/18/2026NewEdge Advisors LLC209,673$13.93M0.0%+58.9%0.371%
2/18/2026Crusonia Wealth Advisors LLC100,301$6.66M1.5%N/A0.178%
2/18/2026Cahill Financial Advisors Inc.10,379$689K0.1%-42.9%0.018%
2/18/2026Core Wealth Partners LLC7,602$505K0.2%N/A0.013%
2/17/2026AQR Capital Management LLC4,027$268K0.0%N/A0.007%
2/17/2026Cetera Investment Advisers927,434$61.61M0.1%+24.3%1.643%
2/17/2026Equitable Holdings Inc.36,037$2.39M0.0%-55.8%0.064%
2/17/2026Kovack Advisors Inc.3,599$239K0.0%N/A0.006%
2/17/2026Capital Planning Advisors LLC187,466$12.45M1.7%-1.2%0.332%
2/17/2026Osaic Holdings Inc.1,985,981$131.94M0.2%-31.4%3.518%
2/17/2026Advisory Services Network LLC227,219$15.09M0.2%+11.7%0.403%
2/17/2026 Private Advisor Group LLC351,115$23.33M0.1%-8.9%0.622%
2/17/2026Captrust Financial Advisors38,565$2.56M0.0%-19.3%0.068%
2/17/2026&PARTNERS151,946$10.09M0.1%+15.7%0.269%
2/17/2026Royal Bank of Canada492,239$32.70M0.0%+6.8%0.872%
2/17/2026Bluedoor Private Wealth LLC110,085$7.31M3.4%N/A0.195%


HELO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HELO shares?

During the previous two years, 430 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 New York Mellon Corp ($142.50M), Wealth Enhancement Advisory Services LLC ($135.39M), Bank of America Corp DE ($133.45M), and Osaic Holdings Inc. ($131.94M).Learn more on JPMorgan Hedged Equity Laddered Overlay ETF's institutional investors.

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

Of the 418 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), Envestnet Asset Management Inc. ($1.66M), and Forvis Mazars Wealth Advisors LLC ($1.43M).

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

Institutional investors have bought a total of 20,046,624 shares in the last 24 months. This purchase volume represents approximately $1.27B in transactions.

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

Of the 178 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).

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

Institutional investors have sold a total of 8,073,492 shares in the last 24 months. This volume of shares sold represents approximately $522.64M in transactions.


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