JPMorgan Hedged Equity ETFHELOETF

13F holders, Q1 2024 (March 31)
98holders
1famous investor
$55.96avg. 13F price*

At the end of Q1 2024, 98 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings. The largest holders were Gradient Investments LLC ($43.8M), CGC Financial Services, LLC ($30.9M) and Peterson Wealth Advisors, LLC ($26.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
JPMorgan Hedged Equity ETF
CUSIP
46654Q724
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 98Q1 2024Q2 2024: 152Q2 2024Q3 2024: 206Q3 2024Q4 2024: 273Q4 2024Q1 2025: 298Q1 2025Q2 2025: 324Q2 2025Q3 2025: 344Q3 2025Q4 2025: 376Q4 2025Q1 2026: 386Q1 2026Q2 2026: 390Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions51$96.7M
Exits2$5.2M

Ownership 98 holders

Gradient Investments LLC 1.02% Reduce -2.9% 783,150 $43.8M
CGC Financial Services, LLC 16.16% Add +3.1% 551,394 $30.9M
Peterson Wealth Advisors, LLC 5.55% Add +68.4% 466,795 $26.1M
Cambridge Investment Research Advisors, Inc. 0.09% Add +2266.0% 426,167 $23.9M
JPMorgan Chase & Co. 0.00% New 227,245 $12.7M
CENTRAL TRUST Co 0.26% New 190,043 $10.6M
Per Stirling Capital Management, LLC. 1.66% Add +10.3% 177,369 $9.9M
Sugarloaf Wealth Management, LLC 1.95% New 168,108 $9.4M
Patten & Patten Inc. 0.67% Add +99.5% 167,457 $9.4M
Daymark Wealth Partners, LLC 0.49% Add +323.6% 162,916 $9.1M
Jane Street Group, LLC 0.01% Add +55.4% 153,012 $8.6M
Osaic Holdings, Inc. 0.02% Add +288.1% 135,790 $7.6M
Aspire Capital Advisors LLC 2.48% New 131,373 $7.4M
Envestnet Asset Management Inc. 0.00% New 124,577 $7.0M
Cetera Investment Advisers 0.01% New 100,808 $5.6M
Cary Street Partners Investment Advisory LLC 0.21% Add +14.0% 88,963 $5.0M
HighTower Advisors, LLC 0.01% New 85,422 $4.8M
HUB Investment Partners, LLC 0.26% Add +169.4% 82,860 $4.6M
Orrstown Financial Services Inc. 2.56% Add +396.9% 82,246 $4.6M
Orion Porfolio Solutions, LLC 0.05% New 76,298 $4.3M
Orion Portfolio Solutions, LLC 0.05% New 76,298 $4.3M
Pine Valley Investments Ltd Liability Co 0.29% New 65,751 $3.7M
Visionary Wealth Advisors 0.23% Add +76.7% 60,607 $3.4M
Mach-1 Financial Group, LLC 2.07% New 48,413 $2.7M
Janney Montgomery Scott LLC 0.01% New 46,589 $2.6M
Philip James Wealth Mangement, LLC 1.84% Add +699.1% 46,532 $2.6M
Commonwealth Equity Services, LLC 0.00% Add +274.4% 45,144 $2.5M
Penney Financial, LLC 1.76% Add +109.6% 42,663 $2.4M
Fiduciary Alliance LLC 0.42% Add +50.9% 42,396 $2.4M
Mariner, LLC 0.00% Add +8.1% 41,989 $2.4M
Curtis Advisory Group, LLC 0.90% Add +356.1% 41,650 $2.3M
Shore Point Advisors, LLC 1.30% Reduce -2.5% 40,714 $2.3M
Legacy Financial Group LLC 0.46% New 40,286 $2.3M
Thrivent Financial for Lutherans 0.00% New 38,867 $2.2M
InterOcean Capital Group, LLC 0.05% Add +44.1% 38,003 $2.1M
Echo Wealth Management, LLC 1.71% Add +1.2% 36,878 $2.1M
Capital Planning Advisors, LLC 0.36% Add +39.1% 36,262 $2.0M
Avestar Capital, LLC 0.23% New 35,560 $2.0M
Townsquare Capital LLC 0.03% Reduce -2.5% 33,959 $1.9M
CreativeOne Wealth, LLC 0.07% New 30,996 $1.7M
Ameritas Advisory Services, LLC 0.07% New 29,454 $1.6M
Harbor Investment Advisory, LLC 0.15% New 25,139 $1.4M
Brookstone Capital Management 0.02% Add +351.7% 23,895 $1.3M
Old Mission Capital LLC 0.03% Reduce -20.6% 21,806 $1.2M
Lionsbridge Wealth Management LLC 0.80% New 18,391 $1.0M
Sowell Financial Services LLC 0.05% New 17,177 $961K
Thoroughbred Financial Services, LLC 0.09% New 15,914 $890K
Susquehanna International Group, LLP 0.00% New 15,059 $843K
Ignite Planners, LLC 0.23% Reduce -47.9% 14,718 $822K
Kestra Private Wealth Services, LLC 0.02% Add +10.0% 13,056 $731K
Concurrent Investment Advisors, LLC 0.02% New 10,808 $605K
Cary Street Partners Asset Management LLC 0.09% Add +22.1% 10,637 $595K
GTS Securities LLC 0.02% New 10,423 $583K
Bank of Marin 0.50% Add +23.0% 10,115 $566K
Bedel Financial Consulting, Inc. 0.08% New 9,004 $504K
DeDora Capital, Inc. 0.16% Add +58.4% 8,945 $501K
Breakwater Capital Group 0.12% Add +12.9% 8,779 $491K
Captrust Financial Advisors 0.00% New 8,775 $491K
Financial Management Professionals, Inc. 0.07% New 8,302 $465K
Cooper Financial Group 0.07% Add +15.1% 8,122 $455K
Strategic Financial Concepts, LLC 0.11% New 7,977 $446K
MN Wealth Advisors, LLC 0.25% Add +23.8% 7,317 $410K
John W. Brooker & Co., CPAs 0.21% Add +44.4% 7,060 $395K
Eudaimonia Partners, LLC 0.09% New 6,890 $386K
Summit Wealth Partners, LLC 0.08% Add +10.5% 6,574 $368K
Sprinkle Financial Consultants LLC 0.29% Add +0.1% 5,988 $335K
Lincoln National Corp. 0.01% New 5,721 $320K
Wealth Enhancement Advisory Services, LLC 0.00% New 5,076 $284K
Pennsylvania Capital Management Inc. 0.11% New 4,860 $272K
NCM Capital Management, LLC 0.15% New 4,733 $265K
Citadel Advisors 0.00% New 4,442 $249K
Allen Capital Group, LLC 0.04% New 4,436 $248K
Castle Rock Wealth Management, LLC 0.07% Add +3.5% 4,397 $241K
CAP Partners, LLC 0.21% New 4,267 $239K
Resurgent Financial Advisors LLC 0.12% Add +96.8% 4,137 $232K
Tradition Wealth Management, LLC 0.02% New 4,132 $231K
Coppell Advisory Solutions Corp. 0.04% — 3,990 $223K
Milestone Investment Advisors LLC 0.06% New 3,942 $221K
Foundations Investment Advisors, LLC 0.01% New 3,932 $220K
Avantax Advisory Services, Inc. 0.00% New 3,815 $214K
Ancora Advisors LLC 0.00% New 3,231 $181K
Global Retirement Partners, LLC 0.00% Add +192.9% 1,845 $103K
Centaurus Financial, Inc. 0.01% New 1,820 $102K
Comerica Bank 0.00% Reduce -48.6% 1,703 $95K
UBS Group AG 0.00% New 1,660 $93K
Capital Advisors, Ltd. LLC 0.01% Add +57.5% 1,507 $84K
Clear Point Advisors Inc. 0.05% Add +0.1% 1,005 $56K
Harbour Investments, Inc. 0.00% New 752 $42K
CoreCap Advisors, LLC 0.00% New 375 $21K
Janiczek Wealth Management, LLC 0.00% Add +0.5% 190 $11K
Bank of America Corp. 0.00% New 185 $10K
Aptus Capital Advisors, LLC 0.00% New 125 $7K
Burkett Financial Services, LLC 0.00% No change 78 $4K
FMR LLC 0.00% Add +204.3% 70 $4K
Planning Capital Management Corp 0.00% New 65 $4K
EverSource Wealth Advisors, LLC 0.00% New 19 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $112
Allworth Financial LP 0.00% No change 1 $56

"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.