JPMorgan Hedged Equity ETFHELOETF
13F holders, Q2 2026 (June 30)390holders +4
33new positions
26sold out
1famous investor
$67.55avg. 13F price*
At the end of Q2 2026, 390 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings, up 4 from Q1 2026. 33 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($244.3M), Forvis Mazars Wealth Advisors, LLC ($224.8M) and Bank of New York Mellon Corp ($159.5M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- JPMorgan Hedged Equity ETF
- CUSIP
- 46654Q724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $46.8M |
| Exits | 26 | $41.8M |
All 13F filers, Q1 2026 → Q2 2026: 3,755,008 shares bought and 5,490,687 shares sold, net −1,735,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 390 holders
| LPL Financial LLC | 0.06% | Add +4.5% | 3,615,195 | $244.3M |
| Forvis Mazars Wealth Advisors, LLC | 3.75% | Add +14.9% | 3,326,812 | $224.8M |
| Bank of New York Mellon Corp | 0.03% | Add +5.9% | 2,360,277 | $159.5M |
| Bank of America Corp. | 0.01% | Reduce -3.7% | 2,330,627 | $157.5M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +9.5% | 1,868,372 | $127.7M |
| Raymond James Financial Inc. | 0.03% | Add +2.5% | 1,876,569 | $126.8M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -32.6% | 1,727,596 | $116.8M |
| Cetera Investment Advisers | 0.10% | Add +6.0% | 1,679,081 | $113.5M |
| Ameriprise Financial Inc. | 0.02% | Add +25.2% | 1,223,032 | $82.7M |
| Osaic Holdings, Inc. | 0.09% | Reduce -40.7% | 1,120,018 | $75.7M |
| HighTower Advisors, LLC | 0.07% | Add +2.7% | 1,031,619 | $69.7M |
| UBS Group AG | 0.01% | Reduce -4.4% | 878,512 | $59.4M |
| Focus Partners Wealth | 0.06% | Add +5.6% | 824,518 | $55.7M |
| Rwa Wealth Partners, LLC | 0.49% | Add +7.7% | 763,321 | $51.6M |
| Peterson Wealth Advisors, LLC | 5.85% | Add +3.8% | 732,936 | $49.5M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -7.3% | 694,764 | $47.0M |
| CGC Financial Services, LLC | 10.11% | Reduce -39.0% | 664,952 | $44.9M |
| Taylor Securities Services, Inc. | 16.63% | Reduce -12.9% | 605,044 | $40.9M |
| MML Investors Services, LLC | 0.08% | Add +20.6% | 554,895 | $37.5M |
| United Capital Financial Advisors, LLC | 0.20% | Add +16.6% | 523,484 | $35.4M |
| Royal Bank of Canada | 0.01% | Reduce -1.1% | 505,473 | $34.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.0% | 505,952 | $34.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +20.2% | 489,423 | $33.1M |
| Stifel Financial Corp. | 0.02% | Reduce -0.8% | 433,529 | $29.3M |
| Private Advisor Group, LLC | 0.13% | Add +56.9% | 414,322 | $28.0M |
| Pinnacle Associates Ltd. | 0.28% | Add +60.0% | 380,100 | $25.7M |
| Advisory Services Network, LLC | 0.29% | Add +17.5% | 372,150 | $25.1M |
| Brookstone Capital Management | 0.24% | Add +20.2% | 358,377 | $24.2M |
| Garrett Wealth Advisory Group, LLC | 3.20% | Add +5.6% | 308,308 | $20.8M |
| Joseph Group Capital Management | 4.37% | New | 307,601 | $20.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.18% | Add +58.0% | 293,065 | $19.8M |
| Longview Financial Advisors LLC | 9.65% | Add +8.3% | 288,873 | $19.5M |
| Campbell Deegan Wealth Management, LLC | 13.30% | Add +4.5% | 277,002 | $18.7M |
| HTG Investment Advisors, Inc. | 4.63% | Add +2.1% | 267,027 | $18.0M |
| Carr Financial Group Corp | 4.10% | Add +5.6% | 263,768 | $17.8M |
| CENTRAL TRUST Co | 0.27% | Add +9.9% | 223,479 | $15.1M |
| Aspire Capital Advisors LLC | 2.70% | Add +1.7% | 205,341 | $13.9M |
| Cary Street Partners Financial LLC | 0.30% | Reduce -9.2% | 202,248 | $13.7M |
| Patten & Patten Inc. | 0.72% | Reduce -5.1% | 201,158 | $13.6M |
| Signaturefd, LLC | 0.18% | Reduce -5.1% | 197,246 | $13.3M |
| WealthPlan Investment Management, LLC | 0.66% | Reduce -3.0% | 195,672 | $13.2M |
| NewEdge Advisors, LLC | 0.04% | Reduce -9.5% | 185,983 | $12.6M |
| Bluespring Wealth Management, LLC | 0.24% | New | 185,879 | $12.6M |
| Crewe Advisors LLC | 0.90% | Add +2.3% | 183,760 | $12.4M |
| Wick Capital Partners, LLC | 1.79% | Reduce -0.0% | 175,600 | $11.9M |
| Owl Creek Wealth Partners LLC | 3.44% | Add +4.3% | 173,970 | $11.8M |
| Avidian Wealth Enterprises, LLC | 0.33% | Add +2.4% | 173,900 | $11.8M |
| Avior Wealth Management, LLC | 0.31% | Add +0.7% | 173,665 | $11.7M |
| MAI Capital Management | 0.04% | Add +19.4% | 170,900 | $11.5M |
| Allegheny Financial Group | 1.21% | Add +43.9% | 169,329 | $11.4M |
| Aire Advisors, LLC | 1.77% | Add +9.8% | 160,705 | $10.9M |
| Waverly Advisors, LLC | 0.06% | Add +0.7% | 159,599 | $10.8M |
| SouthState Bank Corp | 0.45% | Add +1.4% | 158,105 | $10.7M |
| Archford Capital Strategies, LLC | 1.08% | Add +9.0% | 157,859 | $10.7M |
| Orrstown Financial Services Inc. | 1.57% | Add +6.1% | 156,248 | $10.6M |
| Daymark Wealth Partners, LLC | 0.25% | Add +33.2% | 152,116 | $10.3M |
| Curtis Advisory Group, LLC | 1.99% | Add +1.0% | 151,272 | $10.2M |
| Lifelong Wealth Advisors, Inc. | 2.38% | Add +1.4% | 149,775 | $10.1M |
| Visionary Wealth Advisors | 0.39% | Reduce -10.2% | 145,694 | $9.8M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -5.3% | 144,550 | $9.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +5.1% | 137,571 | $9.3M |
| &partners | 0.04% | Reduce -16.7% | 136,304 | $9.2M |
| Alaska Permanent Capital Management, LLC | 0.57% | Add +5.1% | 128,528 | $8.7M |
| Philip James Wealth Mangement, LLC | 0.98% | Reduce -4.8% | 124,823 | $8.4M |
| Prairieview Wealth Partners, LLC | 6.20% | Add +2.8% | 122,837 | $8.3M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -13.2% | 121,967 | $8.2M |
| Sprinkle Financial Consultants LLC | 3.19% | Add +18.5% | 120,333 | $8.1M |
| Oak Wealth Advisors LLC | 3.67% | Reduce -0.0% | 113,336 | $7.7M |
| Legacy Financial Group LLC | 0.85% | Reduce -88.4% | 112,131 | $7.6M |
| Compass Financial Services Inc | 2.77% | Add +12.4% | 109,761 | $7.4M |
| CreativeOne Wealth, LLC | 0.16% | Reduce -39.9% | 109,740 | $7.4M |
| Smallwood Wealth Investment Management, LLC | 3.15% | Add +19.7% | 106,768 | $7.2M |
| Planned Solutions, Inc. | 2.07% | Reduce -3.0% | 106,587 | $7.2M |
| Fiduciary Alliance LLC | 0.48% | Add +4.8% | 106,062 | $7.2M |
| Crusonia Wealth Advisors LLC | 1.17% | Reduce -5.6% | 105,165 | $7.1M |
| Hughes Financial Services, LLC | 0.91% | Add +1.1% | 101,615 | $6.9M |
| HUB Investment Partners, LLC | 0.13% | Reduce -4.3% | 100,775 | $6.8M |
| Integrity Alliance, Llc. | 0.21% | Reduce -0.8% | 98,325 | $6.6M |
| OneDigital Investment Advisors LLC | 0.05% | Add +4.9% | 95,728 | $6.5M |
| Moneco Advisors, LLC | 0.39% | Reduce -9.3% | 94,384 | $6.4M |
| Bluedoor Private Wealth, LLC | 2.68% | Reduce -23.2% | 94,221 | $6.4M |
| Palumbo Wealth Management LLC | 1.31% | Add +2.1% | 92,274 | $6.2M |
| Summit Financial, LLC | 0.07% | Reduce -17.0% | 89,555 | $6.1M |
| DeDora Capital, Inc. | 1.29% | Add +16.9% | 88,005 | $5.9M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.58% | Add +2.5% | 84,919 | $5.8M |
| WealthPLAN Partners, LLC | 1.09% | Reduce -9.3% | 83,971 | $5.7M |
| Alaska Wealth Advisors, LLC | 0.61% | Add +1.7% | 82,720 | $5.6M |
| Valmark Advisers, Inc. | 0.06% | Add +7.5% | 81,440 | $5.5M |
| Capital Investment Advisory Services, LLC | 0.34% | Add +17.7% | 81,209 | $5.5M |
| Foundations Investment Advisors, LLC | 0.05% | Add +12.9% | 78,806 | $5.3M |
| Bradley Foster & Sargent Inc. | 0.07% | Add +14.6% | 78,001 | $5.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +35.1% | 77,212 | $5.2M |
| Perigon Wealth Management, LLC | 0.08% | Add +9.0% | 73,475 | $5.0M |
| Financial Management Professionals, Inc. | 0.47% | Add +7.6% | 73,079 | $4.9M |
| Firestone Capital Management | 0.90% | Add +9.2% | 71,837 | $4.9M |
| McLaughlin Asset Management, Inc. | 3.23% | Add +96.7% | 69,131 | $4.7M |
| Strategic Financial Concepts, LLC | 1.34% | Reduce -15.5% | 67,949 | $4.5M |
| Gotham Asset Management | 0.01% | No change | 66,319 | $4.5M |
| Wealth Advisors of Tampa Bay, LLC | 1.33% | Add +2.6% | 64,374 | $4.4M |
| Cooper Financial Group | 0.36% | Reduce -30.9% | 63,317 | $4.3M |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.