JPMorgan Hedged Equity ETFHELOETF
13F holders, Q2 2024 (June 30)152holders +54
60new positions
10sold out
$54.03avg. 13F price*
At the end of Q2 2024, 152 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings, up 54 from Q1 2024. 60 opened new positions and 10 sold out. The largest holders were Gradient Investments LLC ($68.7M), CGC Financial Services, LLC ($60.3M) and Wealth Enhancement Advisory Services, LLC ($36.7M).
- Company
- JPMorgan Hedged Equity ETF
- CUSIP
- 46654Q724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $153.9M |
| Exits | 10 | $3.4M |
All 13F filers, Q1 2024 → Q2 2024: 7,337,681 shares bought and 247,234 shares sold, net +7,090,447 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| Gradient Investments LLC | 1.54% | Add +49.7% | 1,172,555 | $68.7M |
| CGC Financial Services, LLC | 26.18% | Add +86.8% | 1,029,959 | $60.3M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +12256.7% | 627,228 | $36.7M |
| Peterson Wealth Advisors, LLC | 6.27% | Add +9.3% | 510,346 | $29.9M |
| HighTower Advisors, LLC | 0.04% | Add +448.0% | 468,121 | $27.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +232.7% | 414,491 | $24.3M |
| CPC Advisors, LLC | 3.73% | New | 386,002 | $22.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.52% | New | 355,586 | $20.8M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -19.8% | 341,735 | $20.0M |
| UBS Group AG | 0.01% | Add +17900.5% | 298,808 | $17.5M |
| Osaic Holdings, Inc. | 0.04% | Add +117.4% | 295,182 | $17.3M |
| MML Investors Services, LLC | 0.07% | New | 274,717 | $16.1M |
| JPMorgan Chase & Co. | 0.00% | Add +11.6% | 253,514 | $14.8M |
| Private Capital Management LLC | 2.62% | New | 225,144 | $13.2M |
| Patten & Patten Inc. | 0.84% | Add +22.4% | 204,952 | $12.0M |
| CENTRAL TRUST Co | 0.28% | Add +4.1% | 197,824 | $11.6M |
| Cetera Investment Advisers | 0.03% | Add +86.5% | 187,999 | $11.0M |
| Redhawk Wealth Advisors, Inc. | 1.61% | New | 180,087 | $10.5M |
| Per Stirling Capital Management, LLC. | 1.68% | Add +0.4% | 178,133 | $10.4M |
| Sugarloaf Wealth Management, LLC | 1.86% | Add +5.8% | 177,767 | $10.4M |
| Daymark Wealth Partners, LLC | 0.47% | Add +7.2% | 174,675 | $10.2M |
| LPL Financial LLC | 0.00% | New | 168,277 | $9.9M |
| Philip James Wealth Mangement, LLC | 6.17% | Add +240.2% | 158,321 | $9.3M |
| Aspire Capital Advisors LLC | 2.66% | Add +5.9% | 139,082 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +179.8% | 126,316 | $7.4M |
| Cary Street Partners Investment Advisory LLC | 0.29% | Add +39.5% | 124,143 | $7.3M |
| Royal Bank of Canada | 0.00% | New | 119,296 | $7.0M |
| HUB Investment Partners, LLC | 0.30% | Add +29.7% | 107,435 | $6.3M |
| Leo Wealth, LLC | 0.62% | New | 104,102 | $6.1M |
| Curtis Advisory Group, LLC | 1.93% | Add +124.5% | 93,515 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +133.8% | 90,869 | $5.3M |
| Orrstown Financial Services Inc. | 2.80% | Add +10.1% | 90,563 | $5.3M |
| Aire Advisors, LLC | 1.10% | New | 79,521 | $4.8M |
| Raymond James & Associates | 0.00% | New | 81,998 | $4.8M |
| Pine Valley Investments Ltd Liability Co | 0.35% | Add +23.8% | 81,394 | $4.8M |
| Jane Street Group, LLC | 0.01% | Reduce -47.2% | 80,731 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +3.6% | 79,024 | $4.6M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +3.6% | 79,024 | $4.6M |
| Capital Planning Advisors, LLC | 0.78% | Add +113.5% | 77,411 | $4.5M |
| Brown Financial Advisors | 1.99% | — | 75,993 | $4.5M |
| Visionary Wealth Advisors | 0.27% | Add +17.3% | 71,117 | $4.2M |
| Milestone Investment Advisors LLC | 1.02% | Add +1566.8% | 65,705 | $3.8M |
| Renasant Bank | 2.65% | New | 65,649 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Add +334.8% | 65,472 | $3.8M |
| Park Place Capital Corp | 1.11% | New | 59,321 | $3.5M |
| Ameritas Advisory Services, LLC | 0.13% | Add +97.4% | 58,142 | $3.4M |
| Fiduciary Alliance LLC | 0.54% | Add +33.6% | 56,626 | $3.3M |
| Legacy Financial Group LLC | 0.63% | Add +35.2% | 54,468 | $3.2M |
| Mach-1 Financial Group, LLC | 2.19% | Add +9.6% | 53,062 | $3.1M |
| Advisory Services Network, LLC | 0.06% | New | 51,157 | $3.0M |
| Penney Financial, LLC | 2.12% | Add +15.8% | 49,397 | $2.9M |
| Echo Wealth Management, LLC | 2.13% | Add +30.9% | 48,267 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.0% | 47,980 | $2.8M |
| Lionsbridge Wealth Management LLC | 2.15% | Add +149.5% | 45,890 | $2.7M |
| Cary Street Partners Asset Management LLC | 0.39% | Add +330.6% | 45,804 | $2.7M |
| Harbor Investment Advisory, LLC | 0.26% | Add +72.1% | 43,270 | $2.5M |
| Mariner, LLC | 0.00% | Add +1.8% | 42,731 | $2.5M |
| Coppell Advisory Solutions LLC | 0.40% | — | 41,320 | $2.4M |
| Mattson Financial Services, LLC | 0.86% | — | 41,084 | $2.4M |
| Shore Point Advisors, LLC | 1.37% | Add +0.8% | 41,056 | $2.4M |
| Focus Partners Wealth | 0.01% | New | 40,835 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +208.9% | 40,327 | $2.4M |
| Financial Management Professionals, Inc. | 0.32% | Add +379.3% | 39,793 | $2.3M |
| Private Advisor Group, LLC | 0.02% | New | 39,492 | $2.3M |
| Brookstone Capital Management | 0.04% | Add +63.8% | 39,148 | $2.3M |
| Townsquare Capital LLC | 0.03% | Add +10.2% | 37,416 | $2.2M |
| Old Mission Capital LLC | 0.06% | Add +71.3% | 37,347 | $2.2M |
| Crewe Advisors LLC | 0.19% | New | 28,697 | $1.7M |
| Denver PWM, LLC | 0.64% | New | 27,237 | $1.6M |
| Kennedy Investment Group, Inc. | 0.73% | New | 24,483 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.08% | New | 21,667 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +34.9% | 21,464 | $1.3M |
| Cordgrass Capital Advisors, LLC | 0.35% | New | 19,233 | $1.1M |
| Convergence Financial, LLC | 0.29% | New | 18,551 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +64.8% | 17,808 | $1.0M |
| Cooper Financial Group | 0.14% | Add +103.3% | 16,513 | $967K |
| Sowell Financial Services LLC | 0.05% | Reduce -5.6% | 16,210 | $949K |
| Ignite Planners, LLC | 0.20% | Reduce -7.6% | 13,605 | $802K |
| Bedel Financial Consulting, Inc. | 0.12% | Add +49.6% | 13,469 | $789K |
| HBW Advisory Services LLC | 0.13% | New | 13,359 | $782K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 13,265 | $777K |
| John W. Brooker & Co., CPAs | 0.38% | Add +84.5% | 13,023 | $763K |
| Captrust Financial Advisors | 0.00% | Add +48.1% | 13,000 | $761K |
| Cahill Financial Advisors Inc. | 0.10% | New | 12,842 | $752K |
| Money Concepts Capital Corp. | 0.06% | New | 12,398 | $726K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 12,334 | $722K |
| Clear Creek Financial Management, LLC | 0.08% | New | 11,767 | $689K |
| DeDora Capital, Inc. | 0.21% | Add +30.7% | 11,695 | $685K |
| MN Wealth Advisors, LLC | 0.38% | Add +52.6% | 11,167 | $654K |
| Security National Bank | 0.09% | New | 10,862 | $636K |
| Focus Financial Network, Inc. | 0.03% | New | 10,464 | $618K |
| OneDigital Investment Advisors LLC | 0.01% | New | 10,498 | $615K |
| Yarger Wealth Strategies, LLC | 0.37% | New | 10,427 | $611K |
| Bank of Marin | 0.52% | Add +1.4% | 10,260 | $601K |
| Members Wealth LLC | 0.40% | — | 9,512 | $597K |
| NCM Capital Management, LLC | 0.30% | Add +106.3% | 9,766 | $572K |
| Breakwater Capital Group | 0.13% | Add +10.8% | 9,726 | $570K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 9,563 | $560K |
| Lakeridge Wealth Management LLC | 0.30% | New | 8,662 | $507K |
| Indie Asset Partners, LLC | 0.39% | New | 8,460 | $495K |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.