JPMorgan Hedged Equity ETFHELOETF
13F holders, Q3 2025 (September 30)344holders +20
40new positions
18sold out
3famous investors
$64.99avg. 13F price*
At the end of Q3 2025, 344 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings, up 20 from Q2 2025. 40 opened new positions and 18 sold out. The largest holders were Osaic Holdings, Inc. ($187.7M), Envestnet Asset Management Inc. ($179.9M) and LPL Financial LLC ($171.6M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $56.4M |
| Exits | 18 | $34.2M |
All 13F filers, Q2 2025 → Q3 2025: 4,719,258 shares bought and 5,252,228 shares sold, net −532,970 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 344 holders
| Osaic Holdings, Inc. | 0.26% | Reduce -3.7% | 2,896,786 | $187.7M |
| Envestnet Asset Management Inc. | 0.05% | Add +7.8% | 2,766,966 | $179.9M |
| LPL Financial LLC | 0.05% | Add +10.3% | 2,639,997 | $171.6M |
| Forvis Mazars Wealth Advisors, LLC | 3.09% | Add +10.6% | 2,393,885 | $155.6M |
| Bank of America Corp. | 0.01% | Add +22.4% | 2,053,130 | $133.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +8.2% | 1,922,662 | $124.9M |
| Bank of New York Mellon Corp | 0.02% | Add +16.6% | 1,746,667 | $113.5M |
| Raymond James Financial Inc. | 0.03% | Reduce -13.5% | 1,376,602 | $89.5M |
| CGC Financial Services, LLC | 19.47% | Add +1.4% | 1,085,995 | $70.6M |
| Legacy Financial Group LLC | 8.18% | Reduce -1.6% | 961,084 | $62.5M |
| HighTower Advisors, LLC | 0.07% | Reduce -26.3% | 905,411 | $58.9M |
| Rwa Wealth Partners, LLC | 0.63% | Reduce -2.9% | 848,042 | $55.1M |
| Gradient Investments LLC | 0.87% | Add +1.9% | 801,619 | $52.1M |
| Cetera Investment Advisers | 0.06% | Reduce -47.3% | 745,883 | $48.5M |
| Focus Partners Wealth | 0.08% | Add +5.6% | 733,632 | $47.7M |
| UBS Group AG | 0.01% | Add +18.4% | 686,261 | $44.6M |
| Peterson Wealth Advisors, LLC | 6.13% | Add +6.8% | 630,253 | $41.0M |
| Commonwealth Equity Services, LLC | 0.05% | Add +11.0% | 630,000 | $41.0M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +27.1% | 615,794 | $40.0M |
| MML Investors Services, LLC | 0.08% | Add +3.3% | 471,935 | $30.7M |
| Royal Bank of Canada | 0.01% | Reduce -74.6% | 461,017 | $30.0M |
| Stifel Financial Corp. | 0.03% | Add +64.8% | 434,265 | $28.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 425,017 | $27.6M |
| Private Advisor Group, LLC | 0.12% | Add +51.2% | 385,369 | $25.0M |
| Mariner, LLC | 0.03% | Add +2.7% | 367,902 | $23.9M |
| Ameriprise Financial Inc. | 0.01% | New | 332,881 | $21.6M |
| CPC Advisors, LLC | 2.22% | Add +6.0% | 324,134 | $21.1M |
| Great Valley Advisor Group, Inc. | 0.38% | Add +8.1% | 292,115 | $19.0M |
| Cary Street Partners Financial LLC | 0.49% | Add +8.1% | 290,975 | $18.9M |
| Signaturefd, LLC | 0.28% | Reduce -8.9% | 273,484 | $17.8M |
| Patten & Patten Inc. | 0.96% | Reduce -2.1% | 252,238 | $16.4M |
| Legacy CG, LLC | 4.59% | Reduce -3.4% | 250,903 | $16.3M |
| HTG Investment Advisors, Inc. | 5.45% | Add +2.6% | 249,083 | $16.2M |
| WealthPlan Investment Management, LLC | 1.00% | Add +11.3% | 231,545 | $15.1M |
| Campbell Deegan Wealth Management, LLC | 13.41% | Add +21.1% | 231,084 | $15.0M |
| Longview Financial Advisors LLC | 8.61% | Add +9.6% | 229,849 | $14.9M |
| CENTRAL TRUST Co | 0.30% | Add +0.4% | 223,299 | $14.5M |
| United Capital Financial Advisors, LLC | 0.10% | Add +15.9% | 211,553 | $13.8M |
| Carr Financial Group Corp | 3.73% | Reduce -18.8% | 209,043 | $13.6M |
| Advisory Services Network, LLC | 0.19% | Reduce -5.5% | 203,490 | $13.2M |
| CreativeOne Wealth, LLC | 0.32% | Reduce -10.4% | 202,679 | $13.2M |
| Integrated Wealth Concepts LLC | 0.11% | Add +968.0% | 197,019 | $12.8M |
| Brookstone Capital Management | 0.15% | Add +58.1% | 195,886 | $12.7M |
| Philip James Wealth Mangement, LLC | 1.51% | Add +11.3% | 190,974 | $12.4M |
| Capital Planning Advisors, LLC | 1.69% | Reduce -0.5% | 189,681 | $12.3M |
| Skyline Advisors, Inc. | 4.22% | Add +14.1% | 188,330 | $12.2M |
| Visionary Wealth Advisors | 0.57% | Reduce -1.7% | 186,807 | $12.1M |
| Aspire Capital Advisors LLC | 2.99% | Reduce -1.6% | 186,172 | $12.1M |
| SK Wealth Management, LLC | 4.33% | Reduce -25.5% | 178,505 | $11.6M |
| Avior Wealth Management, LLC | 0.36% | Add +1.1% | 171,029 | $11.1M |
| USAdvisors Wealth Management, LLC | 3.60% | Add +12.3% | 160,673 | $10.4M |
| SouthState Bank Corp | 0.47% | Reduce -30.5% | 155,430 | $10.1M |
| Waverly Advisors, LLC | 0.10% | Add +9.4% | 153,959 | $10.0M |
| Daymark Wealth Partners, LLC | 0.34% | Add +3.4% | 153,686 | $10.0M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -2.5% | 152,797 | $9.9M |
| Lifelong Wealth Advisors, Inc. | 2.91% | Add +10.6% | 150,381 | $9.8M |
| Curtis Advisory Group, LLC | 2.14% | Add +1.5% | 145,217 | $9.4M |
| Aire Advisors, LLC | 1.65% | Add +2.6% | 139,892 | $9.1M |
| Avaii Wealth Management, LLC | 3.45% | Add +0.2% | 139,505 | $9.1M |
| Pine Valley Investments Ltd Liability Co | 0.47% | Add +9.7% | 138,569 | $9.0M |
| Crewe Advisors LLC | 0.86% | Add +4.0% | 138,048 | $9.0M |
| Flagship Harbor Advisors, LLC | 0.38% | Reduce -12.3% | 132,932 | $8.6M |
| NewEdge Advisors, LLC | 0.04% | Add +80.5% | 131,963 | $8.6M |
| &partners | 0.05% | Add +79.6% | 131,305 | $8.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +1131.1% | 124,921 | $8.1M |
| Hughes Financial Services, LLC | 1.29% | Add +4.6% | 123,160 | $8.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +8.1% | 122,266 | $7.9M |
| HUB Investment Partners, LLC | 0.28% | Reduce -63.3% | 117,294 | $7.6M |
| Alaska Permanent Capital Management, LLC | 0.56% | Add +0.4% | 116,653 | $7.6M |
| WealthPLAN Partners, LLC | 1.13% | Add +2.5% | 115,880 | $7.5M |
| Orrstown Financial Services Inc. | 1.29% | Add +2.5% | 115,699 | $7.5M |
| Summit Financial, LLC | 0.11% | New | 111,852 | $7.3M |
| Prevail Innovative Wealth Advisors, LLC | 1.41% | Add +1440.0% | 111,526 | $7.2M |
| Prairieview Wealth Partners, LLC | 6.70% | Add +3.9% | 109,782 | $7.1M |
| Planned Solutions, Inc. | 2.47% | Add +3.6% | 109,511 | $7.1M |
| Oppenheimer & Co. Inc. | 0.09% | Add +10.7% | 108,441 | $7.0M |
| Moneco Advisors, LLC | 0.58% | Add +5.0% | 107,769 | $7.0M |
| Oak Wealth Advisors LLC | 4.04% | Add +7.3% | 106,925 | $7.0M |
| Cooper Financial Group | 0.74% | Add +1.4% | 102,423 | $6.7M |
| Integrity Alliance, Llc. | 0.29% | New | 95,796 | $6.2M |
| Echo Wealth Management, LLC | 3.44% | Add +7.6% | 90,665 | $5.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1730.8% | 87,038 | $5.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +56.5% | 85,809 | $5.6M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -4.3% | 84,934 | $5.5M |
| Equitable Holdings, Inc. | 0.04% | Reduce -1.3% | 81,603 | $5.3M |
| Apexium Financial, LP | 0.25% | Add +2.6% | 80,560 | $5.2M |
| Fiduciary Alliance LLC | 0.35% | Add +2.6% | 80,189 | $5.2M |
| Park Place Capital Corp | 1.05% | Add +0.1% | 76,148 | $4.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +6.2% | 75,676 | $4.9M |
| Pinnacle Associates Ltd. | 0.07% | Add +58.2% | 75,622 | $4.9M |
| Smallwood Wealth Investment Management, LLC | 2.48% | Add +40.2% | 74,265 | $4.8M |
| Bradley Foster & Sargent Inc. | 0.07% | Reduce -7.5% | 73,710 | $4.8M |
| Cordgrass Capital Advisors, LLC | 1.15% | Add +4.8% | 71,584 | $4.7M |
| Strategic Financial Concepts, LLC | 0.68% | Add +29.8% | 72,039 | $4.7M |
| Alaska Wealth Advisors, LLC | 0.59% | Add +1166.5% | 69,112 | $4.5M |
| Atria Investments, Inc | 0.05% | Add +14.1% | 68,465 | $4.5M |
| Ameritas Advisory Services, LLC | 0.29% | Add +106.2% | 68,450 | $4.4M |
| MAI Capital Management | 0.03% | Add +34.5% | 68,228 | $4.4M |
| Clear Creek Financial Management, LLC | 0.38% | Add +1.6% | 67,274 | $4.4M |
| Gotham Asset Management | 0.02% | No change | 66,319 | $4.3M |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.