JPMorgan Hedged Equity ETFHELOETF
13F holders, Q4 2024 (December 31)273holders +67
56new positions
12sold out
1famous investor
$62.05avg. 13F price*
At the end of Q4 2024, 273 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings, up 67 from Q3 2024. 56 opened new positions and 12 sold out. The largest holders were Osaic Holdings, Inc. ($152.5M), Envestnet Asset Management Inc. ($95.4M) and Forvis Mazars Wealth Advisors, LLC ($86.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $168.3M |
| Exits | 12 | $29.1M |
All 13F filers, Q3 2024 → Q4 2024: 9,168,787 shares bought and 1,639,272 shares sold, net +7,529,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 273 holders
| Osaic Holdings, Inc. | 0.34% | Add +2.2% | 2,458,661 | $152.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +10.4% | 1,538,267 | $95.4M |
| Forvis Mazars Wealth Advisors, LLC | 1.98% | Add +43.3% | 1,385,589 | $86.0M |
| JPMorgan Chase & Co. | 0.01% | Add +296.6% | 1,361,256 | $84.5M |
| LPL Financial LLC | 0.03% | Add +99.9% | 1,193,554 | $74.0M |
| Gradient Investments LLC | 1.49% | Reduce -27.3% | 1,184,161 | $73.5M |
| Raymond James Financial Inc. | 0.03% | — | 1,171,513 | $72.7M |
| CGC Financial Services, LLC | 25.68% | Reduce -0.6% | 1,038,710 | $64.4M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +17.1% | 1,031,582 | $64.0M |
| Dynasty Wealth Management, LLC | 1.10% | New | 1,025,631 | $63.6M |
| Cetera Investment Advisers | 0.13% | Add +27.0% | 968,518 | $60.1M |
| Sagespring Wealth Partners, LLC | 1.56% | — | 951,140 | $59.0M |
| Legacy Financial Group LLC | 8.99% | Add +978.8% | 895,479 | $55.6M |
| HighTower Advisors, LLC | 0.06% | Add +17.0% | 743,345 | $46.1M |
| UBS Group AG | 0.01% | Add +29.0% | 695,261 | $43.1M |
| Peterson Wealth Advisors, LLC | 6.73% | Add +7.7% | 598,273 | $37.3M |
| Focus Partners Wealth | 0.10% | Add +12.8% | 594,258 | $36.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -22.2% | 502,120 | $31.2M |
| CPC Advisors, LLC | 3.78% | Add +6.6% | 447,864 | $27.8M |
| Royal Bank of Canada | 0.01% | Add +34.4% | 415,841 | $25.8M |
| Carr Financial Group Corp | 7.01% | Add +95.0% | 359,380 | $22.3M |
| MML Investors Services, LLC | 0.07% | Add +15.6% | 331,492 | $20.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +114.2% | 309,691 | $19.2M |
| CENTRAL TRUST Co | 0.44% | Add +21.8% | 286,430 | $17.8M |
| SK Wealth Management, LLC | 8.77% | Add +4.0% | 277,694 | $17.2M |
| Legacy CG, LLC | 5.20% | Add +4462.7% | 273,215 | $17.0M |
| Patten & Patten Inc. | 1.05% | Add +8.8% | 256,639 | $15.9M |
| Leo Wealth, LLC | 1.40% | Add +7.0% | 252,620 | $15.7M |
| Modern Wealth Management, LLC | 0.55% | New | 239,203 | $14.8M |
| Vertex Planning Partners, LLC | 3.26% | New | 238,146 | $14.8M |
| Mariner, LLC | 0.02% | Add +9.3% | 236,438 | $14.7M |
| Signaturefd, LLC | 0.27% | Add +151.7% | 225,559 | $14.0M |
| Cary Street Partners Financial LLC | 0.44% | — | 220,721 | $13.7M |
| WealthPlan Investment Management, LLC | 1.32% | Add +87.4% | 215,990 | $13.4M |
| Private Capital Management LLC | 2.61% | Reduce -2.8% | 210,964 | $13.1M |
| Sugarloaf Wealth Management, LLC | 2.45% | Add +8.7% | 208,650 | $12.9M |
| Private Advisor Group, LLC | 0.07% | Add +67.5% | 202,460 | $12.6M |
| Redhawk Wealth Advisors, Inc. | 1.64% | Add +6.2% | 195,320 | $12.1M |
| Skyline Advisors, Inc. | 4.47% | New | 185,676 | $11.5M |
| Longview Financial Advisors LLC | 7.56% | — | 181,497 | $11.3M |
| N.E.W. Advisory Services LLC | 1.01% | New | 172,140 | $10.7M |
| CreativeOne Wealth, LLC | 0.32% | Add +47.8% | 169,775 | $10.5M |
| Capital Planning Advisors, LLC | 1.62% | Add +41.8% | 168,919 | $10.5M |
| Visionary Wealth Advisors | 0.61% | Add +42.3% | 166,662 | $10.3M |
| Philip James Wealth Mangement, LLC | 1.39% | Add +0.9% | 166,229 | $10.3M |
| WealthPLAN Partners, LLC | 1.41% | Reduce -4.3% | 160,629 | $10.0M |
| Daymark Wealth Partners, LLC | 0.40% | Reduce -18.4% | 152,966 | $9.5M |
| Waverly Advisors, LLC | 0.14% | New | 147,634 | $9.2M |
| Aspire Capital Advisors LLC | 2.58% | Add +3.0% | 145,412 | $9.0M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +178.1% | 141,439 | $8.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +16.9% | 128,132 | $8.1M |
| HUB Investment Partners, LLC | 0.32% | Reduce -2.3% | 122,606 | $7.6M |
| Curtis Advisory Group, LLC | 2.00% | Add +8.9% | 121,931 | $7.6M |
| Pine Valley Investments Ltd Liability Co | 0.47% | Add +11.8% | 115,310 | $7.2M |
| Aire Advisors, LLC | 1.46% | Add +20.6% | 113,945 | $7.1M |
| Prairieview Wealth Partners, LLC | 7.49% | Add +1.6% | 111,709 | $6.9M |
| Ameritas Advisory Services, LLC | 0.23% | Add +74.7% | 105,687 | $6.6M |
| USAdvisors Wealth Management, LLC | 2.01% | New | 99,849 | $6.2M |
| Planned Solutions, Inc. | 2.45% | Add +26839.9% | 96,445 | $6.0M |
| Brookstone Capital Management | 0.09% | Add +107.3% | 96,273 | $6.0M |
| Cooper Financial Group | 0.72% | Add +32.5% | 96,191 | $6.0M |
| Pennsylvania Capital Management Inc. | 2.03% | Add +321.8% | 95,233 | $5.9M |
| Brown Financial Advisors | 2.36% | Reduce -26.7% | 94,840 | $5.9M |
| Milestone Investment Advisors LLC | 1.59% | Add +26.0% | 94,236 | $5.8M |
| Per Stirling Capital Management, LLC. | 0.83% | Add +3.5% | 94,053 | $5.8M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -3.8% | 92,483 | $5.7M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -3.8% | 92,483 | $5.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +16.4% | 90,496 | $5.6M |
| Mattson Financial Services, LLC | 1.73% | Add +117.8% | 88,919 | $5.4M |
| Orrstown Financial Services Inc. | 1.46% | Add +0.5% | 87,519 | $5.4M |
| Stephens Consulting, LLC | 1.33% | Add +11.3% | 85,271 | $5.3M |
| Oak Wealth Advisors LLC | 3.88% | — | 81,314 | $5.0M |
| Marshall & Sterling Wealth Advisors Inc. | 3.30% | — | 76,940 | $4.8M |
| Lionsbridge Wealth Management LLC | 3.99% | Add +20.2% | 76,632 | $4.8M |
| Fiduciary Alliance LLC | 0.47% | Add +8.4% | 75,207 | $4.7M |
| OneDigital Investment Advisors LLC | 0.05% | Add +97.1% | 75,125 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +18.8% | 71,083 | $4.4M |
| Cyndeo Wealth Partners, LLC | 0.29% | Add +4.8% | 70,069 | $4.3M |
| Advisory Services Network, LLC | 0.08% | Add +31.2% | 67,118 | $4.2M |
| Napatree Capital LLC | 2.42% | Add +33.7% | 66,374 | $4.1M |
| Campbell Deegan Wealth Management, LLC | 4.93% | — | 66,205 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +363.0% | 65,075 | $4.0M |
| Renasant Bank | 2.51% | Reduce -46.8% | 62,417 | $3.9M |
| Harbor Investment Advisory, LLC | 0.35% | Add +12.5% | 60,336 | $3.7M |
| Tyler-Stone Wealth Management | 0.65% | Add +77.6% | 58,702 | $3.6M |
| Apollon Wealth Management, LLC | 0.08% | Add +187.4% | 58,151 | $3.6M |
| Penney Financial, LLC | 2.41% | Add +5.5% | 57,940 | $3.6M |
| Hughes Financial Services, LLC | 0.72% | — | 56,384 | $3.5M |
| Palumbo Wealth Management LLC | 1.30% | New | 56,134 | $3.5M |
| Echo Wealth Management, LLC | 2.39% | Add +7.0% | 55,839 | $3.5M |
| 3EDGE Asset Management, LP | 0.21% | New | 54,032 | $3.4M |
| Coppell Advisory Solutions LLC | 0.46% | Add +16.8% | 53,060 | $3.3M |
| Flagship Harbor Advisors, LLC | 0.17% | Add +5.5% | 53,042 | $3.3M |
| Bright Futures Wealth Management, LLC. | 2.89% | New | 51,079 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.03% | New | 50,585 | $3.1M |
| Retirement Guys Formula LLC | 1.51% | New | 48,338 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +209.1% | 47,225 | $2.9M |
| Kennedy Investment Group, Inc. | 1.32% | Add +21.8% | 47,029 | $2.9M |
| Perigon Wealth Management, LLC | 0.07% | Add +127.1% | 46,246 | $2.9M |
| Shore Point Advisors, LLC | 1.48% | Add +14.0% | 44,267 | $2.7M |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.