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 |
| Pennsylvania Capital Management Inc. | 0.50% | Add +175.5% | 22,579 | $1.4M |
| Cordgrass Capital Advisors, LLC | 0.36% | Add +6.4% | 20,467 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | New | 20,362 | $1.2M |
| Cahill Financial Advisors Inc. | 0.17% | Add +57.7% | 20,247 | $1.2M |
| Apollon Wealth Management, LLC | 0.04% | New | 20,235 | $1.2M |
| Clear Creek Financial Management, LLC | 0.14% | Add +71.1% | 20,132 | $1.2M |
| Strategic Financial Concepts, LLC | 0.38% | Reduce -98.0% | 19,574 | $1.2M |
| Security National Bank | 0.16% | Add +77.2% | 19,249 | $1.2M |
| John W. Brooker & Co., CPAs | 0.51% | Add +38.4% | 18,025 | $1.1M |
| Sowell Financial Services LLC | 0.05% | Add +3.4% | 16,754 | $1.0M |
| Money Concepts Capital Corp. | 0.08% | Add +33.5% | 16,547 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | New | 16,399 | $1.0M |
| Firestone Capital Management | 0.25% | Add +193.1% | 16,369 | $1.0M |
| Vienna Asset Management LLC | 0.73% | New | 16,207 | $991K |
| Avestar Capital, LLC | 0.11% | New | 16,110 | $985K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +93.3% | 15,549 | $951K |
| Bedel Financial Consulting, Inc. | 0.13% | Add +14.8% | 15,462 | $945K |
| Stifel Financial Corp. | 0.00% | New | 15,280 | $934K |
| DeDora Capital, Inc. | 0.26% | Add +30.6% | 15,269 | $934K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 14,056 | $859K |
| Total Clarity Wealth Management, Inc. | 0.28% | Add +156.4% | 14,039 | $858K |
| Benjamin Edwards Inc. | 0.01% | New | 14,000 | $856K |
| MAI Capital Management | 0.01% | New | 13,846 | $847K |
| Focus Financial Network, Inc. | 0.03% | Add +27.9% | 13,379 | $818K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 13,265 | $811K |
| NCM Capital Management, LLC | 0.39% | Add +35.3% | 13,216 | $808K |
| MN Wealth Advisors, LLC | 0.46% | Add +17.8% | 13,156 | $804K |
| SouthState Bank Corp | 0.05% | Add +550.2% | 13,004 | $795K |
| GPS Wealth Strategies Group, LLC | 0.09% | New | 10,956 | $670K |
| Breakwater Capital Group | 0.13% | Add +7.2% | 10,424 | $637K |
| Indie Asset Partners, LLC | 0.48% | Add +23.2% | 10,421 | $637K |
| Ignite Planners, LLC | 0.14% | Reduce -26.5% | 9,994 | $611K |
| Lakeridge Wealth Management LLC | 0.33% | Add +14.0% | 9,874 | $604K |
| Hilltop Holdings Inc. | 0.04% | New | 9,647 | $590K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.4% | 9,528 | $583K |
| Smallwood Wealth Investment Management, LLC | 0.42% | New | 9,522 | $582K |
| Semus Wealth Partners LLC | 0.40% | Add +136.4% | 9,460 | $578K |
| Sanctuary Advisors, LLC | 0.00% | New | 8,643 | $542K |
| Apexium Financial, LP | 0.04% | New | 8,823 | $539K |
| Stephens Inc. | 0.01% | New | 8,657 | $529K |
| Bank of Marin | 0.41% | Reduce -18.4% | 8,370 | $512K |
| Morris Financial Concepts, Inc. | 0.22% | New | 8,240 | $504K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.7% | 8,172 | $500K |
| Moneco Advisors, LLC | 0.06% | Add +53.0% | 7,976 | $488K |
| Summit Wealth Partners, LLC | 0.09% | Add +11.9% | 7,842 | $479K |
| Parker Financial LLC | 0.23% | New | 7,599 | $465K |
| Arkadios Wealth Advisors | 0.03% | New | 7,494 | $458K |
| Prevail Innovative Wealth Advisors, LLC | 0.14% | Add +1.2% | 7,328 | $448K |
| Waterloo Capital, L.P. | 0.05% | New | 7,248 | $443K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.9% | 7,220 | $441K |
| Resurgent Financial Advisors LLC | 0.26% | Add +23.6% | 7,125 | $436K |
| Sprinkle Financial Consultants LLC | 0.31% | Add +7.1% | 7,097 | $434K |
| Kestra Advisory Services, LLC | 0.00% | Add +41.5% | 6,998 | $428K |
| Sigma Planning Corp | 0.01% | New | 6,920 | $423K |
| IAG Wealth Partners, LLC | 0.07% | New | 6,475 | $396K |
| Yarger Wealth Strategies, LLC | 0.21% | Reduce -39.4% | 6,322 | $387K |
| DAVENPORT & Co LLC | 0.00% | Add +21.3% | 6,028 | $369K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +47.5% | 6,035 | $368K |
| Legacy CG, LLC | 0.12% | New | 5,988 | $366K |
| Avantax Advisory Services, Inc. | 0.00% | New | 5,629 | $344K |
| Private Trust Co. NA | 0.03% | New | 5,578 | $341K |
| BCGM Wealth Management, LLC | 0.11% | New | 5,548 | $339K |
| Blue Trust, Inc. | 0.00% | New | 5,558 | $325K |
| StoneX Group Inc. | 0.02% | No change | 5,306 | $324K |
| Truist Financial Corp. | 0.00% | Reduce -9.6% | 5,301 | $324K |
| Consolidated Portfolio Review Corp | 0.07% | New | 5,068 | $310K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | New | 4,830 | $295K |
| Allen Capital Group, LLC | 0.04% | Reduce -1.0% | 4,752 | $291K |
| Transcend Capital Advisors, LLC | 0.02% | New | 4,690 | $287K |
| CAP Partners, LLC | 0.21% | Add +5.8% | 4,666 | $285K |
| Quotient Wealth Partners, LLC | 0.01% | New | 4,618 | $282K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +2.4% | 4,537 | $277K |
| Essex Bank | 0.06% | New | 4,220 | $258K |
| Raymond James Trust N.A. | 0.01% | Add +2.2% | 4,178 | $255K |
| Madison Wealth Partners, Inc | 0.08% | Add +11.7% | 4,159 | $254K |
| Comerica Bank | 0.00% | Add +55.8% | 4,065 | $249K |
| Archford Capital Strategies, LLC | 0.04% | Add +10.2% | 3,780 | $234K |
| Copley Financial Group, Inc. | 0.21% | — | 3,815 | $233K |
| Mountain Capital Investment Advisors Inc. | 0.05% | New | 3,658 | $230K |
| Paladin Advisory Group, LLC | 0.17% | Add +36.6% | 3,740 | $229K |
| Maia Wealth LLC | 0.06% | Add +0.3% | 3,637 | $225K |
| Lanark Financial, Inc. | 0.02% | New | 3,653 | $223K |
| JSF Financial, LLC | 0.06% | New | 3,283 | $201K |
| Ancora Advisors LLC | 0.00% | Add +11.9% | 3,017 | $184K |
| Global Retirement Partners, LLC | 0.01% | Add +33.4% | 2,897 | $177K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,724 | $167K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,507 | $92K |
| Lowe Wealth Advisors, LLC | 0.02% | Add +81.9% | 826 | $51K |
| Annapolis Financial Services, LLC | 0.01% | No change | 595 | $36K |
| Harbour Investments, Inc. | 0.00% | Reduce -58.6% | 441 | $27K |
| Planned Solutions, Inc. | 0.01% | New | 358 | $22K |
| First PREMIER Bank | 0.01% | New | 350 | $21K |
| IFP Advisors, Inc | 0.00% | New | 329 | $20K |
| Clear Point Advisors Inc. | 0.01% | Reduce -69.5% | 307 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 249 | $15K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 239 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 125 | $8K |
| Burkett Financial Services, LLC | 0.00% | No change | 78 | $5K |
| Morgan Stanley | 0.00% | New | 77 | $5K |
| Tidemark, LLC | 0.00% | New | 49 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 45 | $3K |
| Morse Asset Management, Inc | 0.00% | New | 25 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 19 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +650.0% | 15 | $918 |
| Birchbrook, Inc. | 0.00% | New | 5 | $307 |
| Allworth Financial LP | 0.00% | No change | 1 | $62 |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.