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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Institutional Ownership

JPMorgan Hedged Equity Laddered Overlay ETF logo
$67.58 +0.03 (+0.04%)
As of 07/24/2026 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)
310
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$474.07M
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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
7/10/2026 Orrstown Financial Services Inc.156,248$10.56M1.6%+6.1%0.269%
7/10/2026 Fulton Bank N.A.26,606$1.80M0.1%-2.2%0.046%
7/9/2026 Financial Management Professionals Inc.73,079$4.94M0.5%+7.6%0.126%
7/9/2026 Alliance Wealth Advisors LLC3,850$260K0.1%N/A0.007%
7/9/2026 Ehrlich Financial Group11,388$770K0.4%-7.8%0.020%
7/9/2026 Breakwater Capital Group12,917$873K0.1%-10.9%0.022%
7/8/2026 Sprinkle Financial Consultants LLC120,333$8.13M3.2%+18.5%0.207%
7/8/2026 Cooper Financial Group63,317$4.28M0.4%-30.9%0.109%
7/7/2026 Mechanics Bank Trust Department17,470$1.18M0.1%-1.9%0.030%
7/7/2026 Grant Private Wealth Management Inc29,448$1.99M0.8%-12.4%0.051%
7/7/2026 Avior Wealth Management LLC173,665$11.74M0.3%+0.7%0.299%
7/7/2026 Harbor Investment Advisory LLC49,442$3.34M0.2%-1.0%0.085%
7/7/2026 CoreCap Advisors LLC8,145$550K0.0%+36.0%0.014%
7/6/2026 Sincerus 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%
5/7/2026 Marshall & 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%
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5/4/2026 HBW 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%
5/1/2026 Sequoia 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%
4/30/2026 Integrity 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%
4/28/2026Whittier 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%
4/28/2026Stephens 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%
4/27/2026 DeDora 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%
4/24/2026 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%
4/24/2026Key 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%
4/23/2026Simmons Bank11,432$731K0.0%+270.6%0.019%
4/23/2026Pinnacle 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%
4/22/2026Janney 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%
4/22/2026Mayfair 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%
4/21/2026 Fiduciary 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%
4/20/2026 Breakwater Capital Group14,502$927K0.1%-3.1%0.025%
4/20/2026 First PREMIER Bank11,759$752K0.2%+59.0%0.020%
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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%
4/18/2026CENTRAL TRUST Co203,253$12.99M0.3%-5.8%0.344%
4/18/2026 HHM 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%
4/17/2026 Essex Bank5,234$334K0.1%-43.6%0.009%
4/17/2026 Athena Wealth Management LLC4,744$303K0.2%-35.4%0.008%
4/17/2026Summit 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%


HELO Institutional Ownership - Frequently Asked Questions

During the previous two years, 428 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 416 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), Raymond James Financial Inc. ($1.96M), LPL Financial LLC ($1.91M), Cetera Investment Advisers ($1.68M), Envestnet Asset Management Inc. ($1.66M), and Forvis Mazars Wealth Advisors LLC ($1.43M).

Institutional investors have bought a total of 15,743,182 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Of the 170 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 7,283,986 shares in the last 24 months. This volume of shares sold represents approximately $474.07M in transactions.


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This page (NYSEARCA:HELO) was last updated on 7/25/2026 by MarketBeat.com Staff.
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