JPMorgan Hedged Equity ETFHELOETF
13F holders, Q3 2024 (September 30)206holders +54
57new positions
7sold out
1famous investor
$61.15avg. 13F price*
At the end of Q3 2024, 206 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings, up 54 from Q2 2024. 57 opened new positions and 7 sold out. The largest holders were Osaic Holdings, Inc. ($147.1M), Gradient Investments LLC ($99.6M) and Envestnet Asset Management Inc. ($85.2M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Hedged Equity ETF
- CUSIP
- 46654Q724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $117.1M |
| Exits | 7 | $4.6M |
All 13F filers, Q2 2024 → Q3 2024: 10,990,751 shares bought and 1,202,011 shares sold, net +9,788,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 206 holders
| Osaic Holdings, Inc. | 0.33% | Add +714.8% | 2,405,271 | $147.1M |
| Gradient Investments LLC | 2.08% | Add +38.9% | 1,628,605 | $99.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +236.2% | 1,393,318 | $85.2M |
| CGC Financial Services, LLC | 25.62% | Add +1.5% | 1,045,248 | $63.9M |
| Forvis Mazars Wealth Advisors, LLC | 1.36% | Add +172.0% | 967,185 | $59.1M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +40.5% | 881,103 | $53.9M |
| Cetera Investment Advisers | 0.10% | Add +305.6% | 762,535 | $46.6M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +88.8% | 645,343 | $39.5M |
| HighTower Advisors, LLC | 0.06% | Add +35.8% | 635,560 | $38.8M |
| LPL Financial LLC | 0.02% | Add +254.8% | 597,136 | $36.5M |
| Peterson Wealth Advisors, LLC | 6.42% | Add +8.9% | 555,607 | $34.0M |
| UBS Group AG | 0.01% | Add +80.4% | 539,019 | $33.0M |
| Focus Partners Wealth | 0.10% | Add +1190.7% | 527,050 | $32.2M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | New | 478,905 | $29.3M |
| CPC Advisors, LLC | 3.82% | Add +8.9% | 420,226 | $25.7M |
| JPMorgan Chase & Co. | 0.00% | Add +35.4% | 343,256 | $21.0M |
| Raymond James & Associates | 0.01% | Add +285.2% | 315,893 | $19.3M |
| Royal Bank of Canada | 0.00% | Add +159.3% | 309,338 | $18.9M |
| MML Investors Services, LLC | 0.06% | Add +4.4% | 286,817 | $17.5M |
| SK Wealth Management, LLC | 8.56% | — | 267,064 | $16.7M |
| Leo Wealth, LLC | 1.32% | Add +126.9% | 236,184 | $14.4M |
| Patten & Patten Inc. | 0.96% | Add +15.1% | 235,837 | $14.4M |
| CENTRAL TRUST Co | 0.34% | Add +18.9% | 235,184 | $14.4M |
| Private Capital Management LLC | 2.40% | Reduce -3.6% | 216,926 | $13.3M |
| Mariner, LLC | 0.02% | Add +406.4% | 216,373 | $13.2M |
| Transform Wealth, LLC | 0.78% | New | 193,445 | $11.8M |
| Sugarloaf Wealth Management, LLC | 1.97% | Add +8.0% | 191,995 | $11.7M |
| Daymark Wealth Partners, LLC | 0.49% | Add +7.3% | 187,486 | $11.5M |
| Carr Financial Group Corp | 3.36% | Add +3807.9% | 184,297 | $11.3M |
| Redhawk Wealth Advisors, Inc. | 1.61% | Add +2.2% | 183,997 | $11.2M |
| WealthPLAN Partners, LLC | 1.38% | New | 167,760 | $10.3M |
| Philip James Wealth Mangement, LLC | 1.28% | Add +4.0% | 164,690 | $10.1M |
| Cary Street Partners Investment Advisory LLC | 0.36% | Add +28.5% | 159,511 | $9.8M |
| Atria Investments, Inc | 0.12% | New | 156,567 | $9.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.5% | 144,592 | $8.8M |
| Aspire Capital Advisors LLC | 2.58% | Add +1.5% | 141,227 | $8.6M |
| Brown Financial Advisors | 3.26% | Add +70.2% | 129,362 | $7.9M |
| HUB Investment Partners, LLC | 0.34% | Add +16.8% | 125,526 | $7.7M |
| Private Advisor Group, LLC | 0.05% | Add +206.1% | 120,894 | $7.4M |
| Capital Planning Advisors, LLC | 1.10% | Add +53.9% | 119,093 | $7.3M |
| Renasant Bank | 4.72% | Add +78.6% | 117,224 | $7.2M |
| Visionary Wealth Advisors | 0.44% | Add +64.7% | 117,157 | $7.2M |
| WealthPlan Investment Management, LLC | 0.71% | New | 115,235 | $7.0M |
| CreativeOne Wealth, LLC | 0.24% | Add +2632.9% | 114,836 | $7.0M |
| Curtis Advisory Group, LLC | 1.94% | Add +19.7% | 111,917 | $6.8M |
| Susquehanna International Group, LLP | 0.01% | Add +69.1% | 110,690 | $6.8M |
| Prairieview Wealth Partners, LLC | 7.26% | New | 109,905 | $6.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +20.6% | 109,619 | $6.7M |
| Pine Valley Investments Ltd Liability Co | 0.43% | Add +26.7% | 103,121 | $6.3M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +21.7% | 96,174 | $5.9M |
| Orion Portfolio Solutions, LLC | 0.06% | Add +21.7% | 96,174 | $5.9M |
| Aire Advisors, LLC | 1.28% | Add +18.8% | 94,457 | $5.8M |
| Park Place Capital Corp | 1.62% | Add +55.6% | 92,284 | $5.6M |
| Per Stirling Capital Management, LLC. | 0.77% | Reduce -49.0% | 90,851 | $5.6M |
| Signaturefd, LLC | 0.10% | New | 89,622 | $5.5M |
| Orrstown Financial Services Inc. | 1.57% | Reduce -3.8% | 87,123 | $5.3M |
| Legacy Financial Group LLC | 0.98% | Add +52.4% | 83,008 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +62.1% | 77,756 | $4.8M |
| Stephens Consulting, LLC | 1.20% | Add +7814.7% | 76,614 | $4.7M |
| Milestone Investment Advisors LLC | 1.28% | Add +13.8% | 74,807 | $4.6M |
| Cooper Financial Group | 0.58% | Add +339.7% | 72,612 | $4.4M |
| Cary Street Partners Asset Management LLC | 0.57% | Add +55.3% | 71,143 | $4.3M |
| Fiduciary Alliance LLC | 0.56% | Add +22.5% | 69,345 | $4.2M |
| Cyndeo Wealth Partners, LLC | 0.29% | New | 66,870 | $4.1M |
| Lionsbridge Wealth Management LLC | 3.08% | Add +38.9% | 63,751 | $3.9M |
| Ameritas Advisory Services, LLC | 0.16% | Add +4.0% | 60,494 | $3.7M |
| Jane Street Group, LLC | 0.01% | Reduce -25.9% | 59,855 | $3.7M |
| Mach-1 Financial Group, LLC | 2.13% | Add +7.2% | 56,854 | $3.5M |
| Penney Financial, LLC | 2.29% | Add +11.2% | 54,927 | $3.4M |
| Renaissance Technologies | 0.01% | New | 54,900 | $3.4M |
| Harbor Investment Advisory, LLC | 0.32% | Add +24.0% | 53,644 | $3.3M |
| Echo Wealth Management, LLC | 2.23% | Add +8.1% | 52,169 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +26.1% | 50,854 | $3.1M |
| Flagship Harbor Advisors, LLC | 0.17% | Add +132.1% | 50,293 | $3.1M |
| Calton & Associates, Inc. | 1.16% | New | 49,785 | $3.0M |
| Napatree Capital LLC | 2.12% | New | 49,639 | $3.0M |
| Advisory Services Network, LLC | 0.06% | No change | 51,157 | $3.0M |
| Brookstone Capital Management | 0.04% | Add +18.6% | 46,432 | $2.8M |
| Coppell Advisory Solutions LLC | 0.41% | Add +9.9% | 45,431 | $2.8M |
| Paladin Wealth, LLC | 2.41% | — | 45,110 | $2.8M |
| Financial Management Professionals, Inc. | 0.33% | Add +8.7% | 43,240 | $2.6M |
| Mattson Financial Services, LLC | 0.86% | Reduce -0.6% | 40,823 | $2.4M |
| Shore Point Advisors, LLC | 1.27% | Reduce -5.5% | 38,819 | $2.4M |
| Kennedy Investment Group, Inc. | 1.09% | Add +57.7% | 38,599 | $2.4M |
| OneDigital Investment Advisors LLC | 0.03% | Add +263.1% | 38,116 | $2.3M |
| Legacy Investment Solutions, LLC | 1.28% | — | 33,420 | $2.1M |
| Legacy Wealth Managment, LLC | 1.28% | — | 33,420 | $2.1M |
| Tyler-Stone Wealth Management | 0.38% | Add +520.0% | 33,046 | $2.0M |
| Townsquare Capital LLC | 0.02% | Reduce -17.9% | 30,709 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.12% | Add +38.3% | 29,681 | $1.8M |
| Denver PWM, LLC | 0.66% | Add +4.3% | 28,406 | $1.7M |
| HBW Advisory Services LLC | 0.24% | Add +104.7% | 27,342 | $1.7M |
| Convergence Financial, LLC | 0.33% | Add +35.0% | 25,044 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +99.0% | 24,541 | $1.5M |
| HRT Financial LP | 0.01% | New | 24,078 | $1.5M |
| Unique Wealth, LLC | 0.33% | New | 23,854 | $1.5M |
| Smartleaf Asset Management LLC | 0.18% | New | 23,907 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +79.5% | 23,335 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +30.5% | 23,242 | $1.4M |
| Foundations Investment Advisors, LLC | 0.03% | Add +554.0% | 22,720 | $1.4M |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.