JPMorgan Hedged Equity ETFHELOETF
13F holders, Q1 2025 (March 31)298holders +25
46new positions
16sold out
1famous investor
$59.54avg. 13F price*
At the end of Q1 2025, 298 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings, up 25 from Q4 2024. 46 opened new positions and 16 sold out. The largest holders were Osaic Holdings, Inc. ($177.7M), Envestnet Asset Management Inc. ($133.8M) and LPL Financial LLC ($116.9M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- JPMorgan Hedged Equity ETF
- CUSIP
- 46654Q724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $126.0M |
| Exits | 16 | $31.7M |
All 13F filers, Q4 2024 → Q1 2025: 9,780,212 shares bought and 3,804,555 shares sold, net +5,975,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 298 holders
| Osaic Holdings, Inc. | 0.40% | Add +21.1% | 2,976,745 | $177.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +45.7% | 2,241,631 | $133.8M |
| LPL Financial LLC | 0.05% | Add +64.1% | 1,958,754 | $116.9M |
| Forvis Mazars Wealth Advisors, LLC | 2.71% | Add +36.7% | 1,894,647 | $113.1M |
| Cetera Investment Advisers | 0.18% | Add +56.5% | 1,515,962 | $90.5M |
| Raymond James Financial Inc. | 0.03% | Add +23.9% | 1,450,934 | $86.6M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +36.1% | 1,404,053 | $83.8M |
| Bank of America Corp. | 0.01% | New | 1,343,067 | $80.2M |
| CGC Financial Services, LLC | 24.90% | Add +1.6% | 1,055,367 | $63.0M |
| Legacy Financial Group LLC | 8.41% | Add +2.3% | 915,803 | $54.7M |
| HighTower Advisors, LLC | 0.07% | Add +9.9% | 816,832 | $48.7M |
| UBS Group AG | 0.01% | Add +13.2% | 786,797 | $47.0M |
| Gradient Investments LLC | 0.94% | Reduce -33.9% | 782,660 | $46.7M |
| Focus Partners Wealth | 0.10% | Add +13.0% | 671,608 | $40.1M |
| Dynasty Wealth Management, LLC | 0.63% | Reduce -38.1% | 634,984 | $37.9M |
| Commonwealth Equity Services, LLC | 0.05% | Add +91.3% | 592,581 | $35.4M |
| Peterson Wealth Advisors, LLC | 6.39% | Reduce -3.3% | 578,595 | $33.0M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +2.5% | 514,800 | $30.7M |
| CPC Advisors, LLC | 3.87% | Add +5.2% | 471,034 | $28.1M |
| Royal Bank of Canada | 0.01% | Add +10.8% | 460,701 | $27.5M |
| MML Investors Services, LLC | 0.09% | Add +29.1% | 428,043 | $25.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.2% | 405,109 | $24.2M |
| Legacy CG, LLC | 7.44% | Add +41.3% | 386,114 | $23.0M |
| Carr Financial Group Corp | 7.33% | Add +4.3% | 374,679 | $22.4M |
| N.E.W. Advisory Services LLC | 1.71% | Add +117.4% | 374,226 | $22.3M |
| Signaturefd, LLC | 0.41% | Add +59.9% | 360,711 | $21.5M |
| HUB Investment Partners, LLC | 0.76% | Add +155.8% | 313,635 | $18.7M |
| Patten & Patten Inc. | 1.11% | Add +7.9% | 276,909 | $16.5M |
| CENTRAL TRUST Co | 0.40% | Reduce -4.3% | 274,025 | $16.4M |
| Cary Street Partners Financial LLC | 0.48% | Add +15.4% | 254,776 | $15.2M |
| Vertex Planning Partners, LLC | 3.29% | Add +5.9% | 252,234 | $15.1M |
| SouthState Bank Corp | 0.67% | Add +1413.7% | 245,654 | $14.7M |
| Mariner, LLC | 0.02% | Add +3.6% | 244,984 | $14.6M |
| Modern Wealth Management, LLC | 0.46% | Add +1.9% | 243,630 | $14.5M |
| SK Wealth Management, LLC | 7.72% | Reduce -10.2% | 249,284 | $14.4M |
| Private Advisor Group, LLC | 0.09% | Add +17.3% | 237,476 | $14.2M |
| Stifel Financial Corp. | 0.01% | Add +393.8% | 233,205 | $13.9M |
| HTG Investment Advisors, Inc. | 5.52% | Add +1376.3% | 221,610 | $13.2M |
| CreativeOne Wealth, LLC | 0.39% | Add +27.5% | 216,539 | $12.9M |
| Redhawk Wealth Advisors, Inc. | 1.61% | Add +2.7% | 200,599 | $12.0M |
| Longview Financial Advisors LLC | 7.63% | Add +6.7% | 193,677 | $11.6M |
| Skyline Advisors, Inc. | 4.40% | Add +0.8% | 187,060 | $11.2M |
| Capital Planning Advisors, LLC | 1.68% | Add +8.2% | 182,694 | $10.9M |
| Visionary Wealth Advisors | 0.65% | Add +9.5% | 182,487 | $10.9M |
| Aspire Capital Advisors LLC | 3.22% | Add +24.4% | 180,910 | $10.8M |
| WealthPLAN Partners, LLC | 1.43% | Add +6.2% | 170,528 | $10.2M |
| Philip James Wealth Mangement, LLC | 1.29% | Add +2.5% | 170,465 | $10.2M |
| Avaii Wealth Management, LLC | 5.28% | New | 165,733 | $9.9M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +12.2% | 158,688 | $9.5M |
| Waverly Advisors, LLC | 0.11% | Add +1.8% | 150,329 | $9.0M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +282.9% | 148,945 | $8.9M |
| Daymark Wealth Partners, LLC | 0.38% | Reduce -3.8% | 147,200 | $8.8M |
| WealthPlan Investment Management, LLC | 0.86% | Reduce -31.9% | 147,064 | $8.8M |
| Curtis Advisory Group, LLC | 2.36% | Add +10.4% | 134,605 | $8.0M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -4.3% | 122,598 | $7.7M |
| Brookstone Capital Management | 0.11% | Add +32.1% | 127,146 | $7.6M |
| Aire Advisors, LLC | 1.59% | Add +10.9% | 126,410 | $7.5M |
| Pine Valley Investments Ltd Liability Co | 0.47% | Add +7.2% | 123,661 | $7.4M |
| United Capital Financial Advisors, LLC | 0.06% | Add +827.8% | 117,922 | $7.0M |
| Advisory Services Network, LLC | 0.13% | Add +74.0% | 116,754 | $7.0M |
| Prairieview Wealth Partners, LLC | 8.39% | Add +3.0% | 115,069 | $6.9M |
| USAdvisors Wealth Management, LLC | 2.38% | Add +14.5% | 114,349 | $6.8M |
| Campbell Deegan Wealth Management, LLC | 7.67% | Add +68.7% | 111,708 | $6.7M |
| Cooper Financial Group | 0.87% | Add +14.5% | 110,180 | $6.6M |
| Hughes Financial Services, LLC | 1.28% | Add +93.5% | 109,107 | $6.5M |
| Orrstown Financial Services Inc. | 1.47% | Add +18.3% | 103,536 | $6.2M |
| Oak Wealth Advisors LLC | 4.57% | Add +27.3% | 103,515 | $6.2M |
| Planned Solutions, Inc. | 2.43% | Add +3.0% | 99,286 | $5.9M |
| Milestone Investment Advisors LLC | 1.63% | Add +4.4% | 98,359 | $5.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +48.2% | 96,446 | $5.8M |
| Tyler-Stone Wealth Management | 0.99% | Add +56.9% | 92,109 | $5.5M |
| Capital A Wealth Management, LLC | 5.58% | New | 89,163 | $5.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.3% | 87,534 | $5.2M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -8.3% | 84,838 | $5.1M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -8.3% | 84,838 | $5.1M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +65.0% | 83,440 | $5.0M |
| Marshall & Sterling Wealth Advisors Inc. | 3.32% | Add +6.5% | 81,945 | $4.9M |
| Oppenheimer & Co. Inc. | 0.07% | New | 81,467 | $4.9M |
| Jane Street Group, LLC | 0.01% | Add +13.7% | 80,796 | $4.8M |
| Equitable Holdings, Inc. | 0.04% | Add +1018.8% | 79,413 | $4.7M |
| Fiduciary Alliance LLC | 0.46% | Add +4.7% | 78,743 | $4.7M |
| Palumbo Wealth Management LLC | 1.53% | Add +36.3% | 76,494 | $4.6M |
| Napatree Capital LLC | 2.55% | Add +14.6% | 76,051 | $4.5M |
| Lionsbridge Wealth Management LLC | 3.82% | Reduce -5.9% | 72,083 | $4.3M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -35.6% | 68,045 | $4.2M |
| Echo Wealth Management, LLC | 2.83% | Add +25.8% | 70,246 | $4.2M |
| Per Stirling Capital Management, LLC. | 0.60% | Reduce -25.8% | 69,781 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +1309.6% | 68,705 | $4.1M |
| Gotham Asset Management | 0.03% | New | 66,319 | $4.0M |
| Perigon Wealth Management, LLC | 0.10% | Add +42.7% | 65,975 | $3.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +49.2% | 65,941 | $3.9M |
| Clear Creek Financial Management, LLC | 0.40% | Add +57.6% | 65,315 | $3.9M |
| Financial Management Professionals, Inc. | 0.49% | Add +50.1% | 64,725 | $3.9M |
| Renasant Bank | 2.49% | Add +1.0% | 63,028 | $3.8M |
| Harbor Investment Advisory, LLC | 0.37% | Add +4.3% | 62,911 | $3.8M |
| Cordgrass Capital Advisors, LLC | 1.07% | Add +48.4% | 62,835 | $3.7M |
| Flagship Harbor Advisors, LLC | 0.20% | Add +18.1% | 62,659 | $3.7M |
| Penney Financial, LLC | 2.37% | Add +4.6% | 60,590 | $3.6M |
| Apollon Wealth Management, LLC | 0.08% | Add +4.1% | 60,530 | $3.6M |
| Mach-1 Financial Group, LLC | 1.04% | Add +1078.0% | 58,111 | $3.5M |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.