JPMorgan Hedged Equity ETFHELOETF
13F holders, Q2 2025 (June 30)324holders +26
48new positions
22sold out
3famous investors
$62.60avg. 13F price*
At the end of Q2 2025, 324 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings, up 26 from Q1 2025. 48 opened new positions and 22 sold out. The largest holders were Osaic Holdings, Inc. ($188.3M), Envestnet Asset Management Inc. ($160.5M) and LPL Financial LLC ($149.8M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Hedged Equity ETF
- CUSIP
- 46654Q724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $243.8M |
| Exits | 22 | $31.9M |
All 13F filers, Q1 2025 → Q2 2025: 9,463,903 shares bought and 3,098,813 shares sold, net +6,365,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| Osaic Holdings, Inc. | 0.34% | Add +1.1% | 3,008,402 | $188.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +14.5% | 2,566,323 | $160.5M |
| LPL Financial LLC | 0.05% | Add +22.2% | 2,392,954 | $149.8M |
| Forvis Mazars Wealth Advisors, LLC | 2.92% | Add +14.2% | 2,163,590 | $135.4M |
| Royal Bank of Canada | 0.02% | Add +293.7% | 1,813,641 | $113.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +26.6% | 1,777,086 | $111.9M |
| Bank of America Corp. | 0.01% | Add +24.9% | 1,677,251 | $105.0M |
| Raymond James Financial Inc. | 0.03% | Add +9.7% | 1,591,028 | $99.6M |
| Bank of New York Mellon Corp | 0.02% | New | 1,498,016 | $93.7M |
| Cetera Investment Advisers | 0.15% | Reduce -6.6% | 1,415,651 | $88.6M |
| HighTower Advisors, LLC | 0.10% | Add +50.5% | 1,229,193 | $76.9M |
| CGC Financial Services, LLC | 22.63% | Add +1.5% | 1,071,012 | $67.0M |
| Legacy Financial Group LLC | 8.53% | Add +6.6% | 976,253 | $61.1M |
| Rwa Wealth Partners, LLC | 0.68% | New | 873,399 | $54.7M |
| Gradient Investments LLC | 0.90% | Add +0.5% | 786,491 | $49.2M |
| Focus Partners Wealth | 0.09% | Add +3.4% | 694,694 | $43.5M |
| Dynasty Wealth Management, LLC | 0.63% | Reduce -6.6% | 593,021 | $37.1M |
| Peterson Wealth Advisors, LLC | 6.09% | Add +1.9% | 589,884 | $36.9M |
| UBS Group AG | 0.01% | Reduce -26.3% | 579,638 | $36.3M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -4.2% | 567,530 | $35.5M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -5.9% | 484,487 | $30.3M |
| MML Investors Services, LLC | 0.08% | Add +6.7% | 456,905 | $28.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.1% | 425,936 | $26.7M |
| Mariner, LLC | 0.03% | Add +46.3% | 358,332 | $22.4M |
| HUB Investment Partners, LLC | 0.70% | Add +1.8% | 319,356 | $20.0M |
| CPC Advisors, LLC | 2.40% | Reduce -35.1% | 305,906 | $19.1M |
| Signaturefd, LLC | 0.32% | Reduce -16.7% | 300,354 | $18.8M |
| Great Valley Advisor Group, Inc. | 0.37% | Add +81.5% | 270,280 | $16.9M |
| Cary Street Partners Financial LLC | 0.47% | Add +5.7% | 269,187 | $16.8M |
| Leo Wealth, LLC | 1.30% | New | 267,931 | $16.8M |
| Stifel Financial Corp. | 0.02% | Add +13.0% | 263,510 | $16.5M |
| Legacy CG, LLC | 4.85% | Reduce -32.7% | 259,826 | $16.3M |
| Patten & Patten Inc. | 1.04% | Reduce -6.9% | 257,719 | $16.1M |
| Carr Financial Group Corp | 4.75% | Reduce -31.3% | 257,354 | $16.1M |
| Private Advisor Group, LLC | 0.09% | Add +7.3% | 254,894 | $16.0M |
| HTG Investment Advisors, Inc. | 5.65% | Add +9.5% | 242,683 | $15.2M |
| SK Wealth Management, LLC | 6.54% | Reduce -3.9% | 239,643 | $15.1M |
| CreativeOne Wealth, LLC | 0.37% | Add +4.4% | 226,122 | $14.2M |
| SouthState Bank Corp | 0.61% | Reduce -8.9% | 223,759 | $14.0M |
| CENTRAL TRUST Co | 0.32% | Reduce -18.8% | 222,442 | $13.9M |
| Advisory Services Network, LLC | 0.22% | Add +84.5% | 215,388 | $13.6M |
| Longview Financial Advisors LLC | 8.22% | Add +8.2% | 209,635 | $13.1M |
| WealthPlan Investment Management, LLC | 0.95% | Add +41.5% | 208,109 | $13.0M |
| Investment Planning Advisors, Inc. | 4.50% | New | 203,442 | $12.7M |
| Campbell Deegan Wealth Management, LLC | 11.76% | Add +70.8% | 190,788 | $11.9M |
| Capital Planning Advisors, LLC | 1.75% | Add +4.4% | 190,694 | $11.9M |
| Visionary Wealth Advisors | 0.61% | Add +4.1% | 189,967 | $11.9M |
| Aspire Capital Advisors LLC | 3.27% | Add +4.6% | 189,205 | $11.8M |
| United Capital Financial Advisors, LLC | 0.09% | Add +54.8% | 182,588 | $11.4M |
| Philip James Wealth Mangement, LLC | 1.42% | Add +0.7% | 171,625 | $10.7M |
| Avior Wealth Management, LLC | 0.37% | New | 169,089 | $10.6M |
| Skyline Advisors, Inc. | 3.81% | Reduce -11.8% | 165,017 | $10.3M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -1.3% | 156,661 | $9.8M |
| Flagship Harbor Advisors, LLC | 0.45% | Add +141.9% | 151,593 | $9.5M |
| Daymark Wealth Partners, LLC | 0.35% | Add +1.0% | 148,616 | $9.3M |
| Curtis Advisory Group, LLC | 2.25% | Add +6.3% | 143,055 | $9.0M |
| USAdvisors Wealth Management, LLC | 3.33% | Add +25.1% | 143,068 | $8.9M |
| Waverly Advisors, LLC | 0.10% | Reduce -6.4% | 140,702 | $8.8M |
| Avaii Wealth Management, LLC | 3.87% | Reduce -16.0% | 139,224 | $8.7M |
| Aire Advisors, LLC | 1.65% | Add +7.9% | 136,356 | $8.5M |
| Lifelong Wealth Advisors, Inc. | 2.83% | New | 135,947 | $8.5M |
| Crewe Advisors LLC | 1.18% | New | 132,739 | $8.3M |
| Redhawk Wealth Advisors, Inc. | 1.02% | Reduce -35.4% | 129,683 | $8.1M |
| Pine Valley Investments Ltd Liability Co | 0.46% | Add +2.2% | 126,343 | $7.9M |
| Brookstone Capital Management | 0.10% | Reduce -2.5% | 123,919 | $7.8M |
| Hughes Financial Services, LLC | 1.28% | Add +7.9% | 117,767 | $7.4M |
| Alaska Permanent Capital Management, LLC | 0.56% | New | 116,202 | $7.3M |
| Old Mission Capital LLC | 0.19% | Add +166.6% | 114,697 | $7.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +17.3% | 113,119 | $7.1M |
| WealthPLAN Partners, LLC | 1.14% | Reduce -33.7% | 113,065 | $7.1M |
| Orrstown Financial Services Inc. | 1.49% | Add +9.0% | 112,858 | $7.1M |
| Planned Solutions, Inc. | 2.54% | Add +6.4% | 105,657 | $6.6M |
| Prairieview Wealth Partners, LLC | 6.86% | Reduce -8.2% | 105,617 | $6.6M |
| Tyler-Stone Wealth Management | 1.04% | Add +12.5% | 103,617 | $6.5M |
| Moneco Advisors, LLC | 0.60% | Add +251.3% | 102,675 | $6.4M |
| Cooper Financial Group | 0.74% | Reduce -8.3% | 101,052 | $6.3M |
| Oak Wealth Advisors LLC | 4.00% | Reduce -3.8% | 99,614 | $6.2M |
| Oppenheimer & Co. Inc. | 0.08% | Add +20.3% | 97,960 | $6.1M |
| Milestone Investment Advisors LLC | 1.56% | Reduce -2.8% | 95,587 | $6.0M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +4.6% | 88,760 | $5.6M |
| Echo Wealth Management, LLC | 3.23% | Add +20.0% | 84,270 | $5.3M |
| Palumbo Wealth Management LLC | 1.63% | Add +9.8% | 83,999 | $5.3M |
| Equitable Holdings, Inc. | 0.04% | Add +4.1% | 82,689 | $5.2M |
| Bradley Foster & Sargent Inc. | 0.08% | New | 79,662 | $5.0M |
| Apexium Financial, LP | 0.26% | Add +120.1% | 78,491 | $4.9M |
| Fiduciary Alliance LLC | 0.37% | Reduce -0.8% | 78,131 | $4.9M |
| Park Place Capital Corp | 1.08% | Add +73.8% | 76,084 | $4.8M |
| &partners | 0.04% | Add +335.2% | 73,108 | $4.6M |
| NewEdge Advisors, LLC | 0.02% | Add +46.7% | 73,096 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +3.7% | 71,269 | $4.5M |
| Per Stirling Capital Management, LLC. | 0.58% | Add +1.1% | 70,515 | $4.4M |
| Jane Street Group, LLC | 0.01% | Reduce -13.3% | 70,028 | $4.4M |
| Cordgrass Capital Advisors, LLC | 1.15% | Add +8.7% | 68,279 | $4.3M |
| Perigon Wealth Management, LLC | 0.10% | Add +2.1% | 67,367 | $4.2M |
| Gotham Asset Management | 0.02% | No change | 66,319 | $4.2M |
| Clear Creek Financial Management, LLC | 0.39% | Add +1.4% | 66,231 | $4.1M |
| Harbor Investment Advisory, LLC | 0.36% | Add +2.9% | 64,725 | $4.1M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -2.6% | 64,210 | $4.0M |
| Financial Management Professionals, Inc. | 0.45% | Reduce -2.2% | 63,306 | $4.0M |
| Mach-1 Financial Group, LLC | 1.15% | Add +8.6% | 63,118 | $4.0M |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.