JPMorgan Hedged Equity ETFHELOETF
13F holders, Q4 2025 (December 31)376holders +32
36new positions
22sold out
3famous investors
$66.45avg. 13F price*
At the end of Q4 2025, 376 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings, up 32 from Q3 2025. 36 opened new positions and 22 sold out. The largest holders were LPL Financial LLC ($211.9M), Forvis Mazars Wealth Advisors, LLC ($175.2M) and Bank of America Corp. ($147.1M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Hedged Equity ETF
- CUSIP
- 46654Q724
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $50.7M |
| Exits | 22 | $14.5M |
All 13F filers, Q3 2025 → Q4 2025: 4,907,677 shares bought and 4,351,490 shares sold, net +556,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 376 holders
| LPL Financial LLC | 0.06% | Add +20.8% | 3,189,556 | $211.9M |
| Forvis Mazars Wealth Advisors, LLC | 3.31% | Add +10.2% | 2,636,850 | $175.2M |
| Bank of America Corp. | 0.01% | Add +7.8% | 2,214,145 | $147.1M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +5.2% | 2,021,674 | $135.4M |
| Bank of New York Mellon Corp | 0.02% | Add +16.0% | 2,025,861 | $134.6M |
| Osaic Holdings, Inc. | 0.19% | Reduce -31.4% | 1,985,981 | $131.9M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -32.3% | 1,874,721 | $124.5M |
| Raymond James Financial Inc. | 0.04% | Add +26.6% | 1,742,174 | $115.7M |
| CGC Financial Services, LLC | 19.34% | Add +0.2% | 1,088,189 | $72.3M |
| Legacy Financial Group LLC | 7.92% | Reduce -0.1% | 960,623 | $64.1M |
| HighTower Advisors, LLC | 0.07% | Add +6.0% | 960,223 | $63.8M |
| Cetera Investment Advisers | 0.07% | Add +24.3% | 927,434 | $61.6M |
| UBS Group AG | 0.01% | Add +30.7% | 896,778 | $59.6M |
| Rwa Wealth Partners, LLC | 0.56% | Reduce -8.3% | 777,372 | $51.6M |
| Focus Partners Wealth | 0.06% | Add +5.2% | 771,724 | $50.5M |
| Taylor Securities Services, Inc. | 22.69% | — | 748,609 | $49.7M |
| Ameriprise Financial Inc. | 0.01% | Add +122.5% | 740,645 | $49.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +10.6% | 696,926 | $46.3M |
| Peterson Wealth Advisors, LLC | 6.06% | Add +8.6% | 684,554 | $45.5M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +0.2% | 617,222 | $41.0M |
| MML Investors Services, LLC | 0.08% | Add +5.6% | 498,241 | $33.1M |
| Royal Bank of Canada | 0.01% | Add +6.8% | 492,239 | $32.7M |
| Stifel Financial Corp. | 0.03% | Reduce -2.1% | 424,907 | $28.2M |
| United Capital Financial Advisors, LLC | 0.17% | Add +94.9% | 412,346 | $27.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.1% | 403,251 | $26.8M |
| Private Advisor Group, LLC | 0.11% | Reduce -8.9% | 351,115 | $23.3M |
| CPC Advisors, LLC | 2.26% | Add +4.1% | 337,442 | $22.4M |
| Mariner, LLC | 0.03% | Reduce -13.6% | 317,990 | $21.1M |
| Signaturefd, LLC | 0.27% | Reduce -1.9% | 268,392 | $17.8M |
| HTG Investment Advisors, Inc. | 5.26% | Add +3.6% | 257,952 | $17.1M |
| Leo Wealth, LLC | 1.24% | New | 256,911 | $17.1M |
| Campbell Deegan Wealth Management, LLC | 13.61% | Add +9.8% | 253,813 | $16.9M |
| Longview Financial Advisors LLC | 9.18% | Add +9.1% | 250,745 | $16.7M |
| Patten & Patten Inc. | 0.95% | Reduce -3.2% | 244,071 | $16.2M |
| Cary Street Partners Financial LLC | 0.40% | Reduce -16.9% | 241,787 | $16.1M |
| Brookstone Capital Management | 0.18% | Add +22.8% | 240,598 | $16.0M |
| Gradient Investments LLC | 0.25% | Reduce -70.8% | 233,843 | $15.5M |
| Advisory Services Network, LLC | 0.21% | Add +11.7% | 227,219 | $15.1M |
| Carr Financial Group Corp | 3.83% | Add +3.5% | 216,332 | $14.4M |
| CENTRAL TRUST Co | 0.28% | Reduce -3.4% | 215,771 | $14.3M |
| WealthPlan Investment Management, LLC | 0.90% | Reduce -8.7% | 211,500 | $14.0M |
| Great Valley Advisor Group, Inc. | 0.27% | Reduce -28.0% | 210,328 | $14.0M |
| NewEdge Advisors, LLC | 0.05% | Add +58.9% | 209,673 | $13.9M |
| CreativeOne Wealth, LLC | 0.32% | Reduce -0.7% | 201,311 | $13.4M |
| Integrated Wealth Concepts LLC | 0.16% | Add +0.3% | 197,712 | $13.1M |
| Philip James Wealth Mangement, LLC | 1.54% | Add +2.2% | 195,139 | $13.0M |
| Aspire Capital Advisors LLC | 3.04% | Add +4.6% | 194,718 | $12.9M |
| Capital Planning Advisors, LLC | 1.67% | Reduce -1.2% | 187,466 | $12.5M |
| Visionary Wealth Advisors | 0.56% | Add +0.1% | 186,916 | $12.4M |
| Skyline Advisors, Inc. | 4.07% | Reduce -2.6% | 183,403 | $12.2M |
| Triad Wealth Partners, LLC | 1.15% | New | 182,218 | $12.1M |
| Wick Capital Partners, LLC | 2.07% | Add +2258.3% | 173,878 | $11.6M |
| Avior Wealth Management, LLC | 0.35% | Reduce -0.3% | 170,574 | $11.3M |
| Waverly Advisors, LLC | 0.09% | Add +2.9% | 158,434 | $10.5M |
| &partners | 0.05% | Add +15.7% | 151,946 | $10.1M |
| Crewe Advisors LLC | 0.89% | Add +9.6% | 151,244 | $10.0M |
| Curtis Advisory Group, LLC | 2.06% | Add +1.9% | 147,900 | $9.8M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -3.8% | 147,003 | $9.8M |
| SouthState Bank Corp | 0.43% | Reduce -6.0% | 146,176 | $9.7M |
| Lifelong Wealth Advisors, Inc. | 2.52% | Reduce -5.1% | 142,732 | $9.5M |
| Aire Advisors, LLC | 1.73% | Add +1.7% | 142,209 | $9.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +3.5% | 129,321 | $8.6M |
| Avaii Wealth Management, LLC | 3.12% | Reduce -7.0% | 129,688 | $8.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +41.4% | 121,343 | $8.1M |
| Flagship Harbor Advisors, LLC | 0.38% | Reduce -9.0% | 120,931 | $8.0M |
| Orrstown Financial Services Inc. | 1.32% | Add +3.2% | 119,354 | $7.9M |
| Prevail Innovative Wealth Advisors, LLC | 1.38% | Add +4.0% | 115,952 | $7.7M |
| Prairieview Wealth Partners, LLC | 6.98% | Add +5.6% | 115,901 | $7.7M |
| Pinnacle Associates Ltd. | 0.10% | Add +53.1% | 115,803 | $7.7M |
| USAdvisors Wealth Management, LLC | 2.50% | Reduce -28.9% | 114,325 | $7.6M |
| Moneco Advisors, LLC | 0.60% | Add +5.8% | 113,994 | $7.6M |
| WealthPLAN Partners, LLC | 1.12% | Reduce -2.5% | 112,997 | $7.5M |
| Alaska Permanent Capital Management, LLC | 0.56% | Reduce -4.4% | 111,550 | $7.4M |
| Summit Financial, LLC | 0.11% | Reduce -0.6% | 111,143 | $7.4M |
| Daymark Wealth Partners, LLC | 0.23% | Reduce -27.8% | 111,019 | $7.4M |
| Bluedoor Private Wealth, LLC | 3.38% | — | 110,085 | $7.3M |
| Planned Solutions, Inc. | 2.36% | Add +0.3% | 109,853 | $7.3M |
| HUB Investment Partners, LLC | 0.19% | Reduce -9.2% | 106,543 | $7.1M |
| Oak Wealth Advisors LLC | 4.05% | Reduce -0.7% | 106,203 | $7.1M |
| MAI Capital Management | 0.04% | Add +55.4% | 106,053 | $7.0M |
| Hughes Financial Services, LLC | 1.05% | Reduce -18.0% | 101,037 | $6.7M |
| Crusonia Wealth Advisors LLC | 1.47% | — | 100,301 | $6.7M |
| Integrity Alliance, Llc. | 0.24% | Add +0.9% | 96,681 | $6.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.2% | 95,886 | $6.4M |
| Fiduciary Alliance LLC | 0.39% | Add +12.5% | 90,235 | $6.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.41% | Add +53.0% | 89,917 | $6.0M |
| SkyView Investment Advisors, LLC | 0.72% | Add +1190.7% | 85,288 | $5.7M |
| Cooper Financial Group | 0.60% | Reduce -17.0% | 84,998 | $5.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -31.2% | 84,165 | $5.6M |
| Palumbo Wealth Management LLC | 1.37% | New | 83,717 | $5.6M |
| Smallwood Wealth Investment Management, LLC | 2.88% | Add +11.5% | 82,784 | $5.5M |
| Allegheny Financial Group | 0.76% | Add +95.1% | 77,745 | $5.2M |
| Alaska Wealth Advisors, LLC | 0.65% | Add +11.7% | 77,200 | $5.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.61% | — | 75,594 | $5.0M |
| Bradley Foster & Sargent Inc. | 0.07% | Add +2.1% | 75,269 | $5.0M |
| Cordgrass Capital Advisors, LLC | 1.17% | Add +2.5% | 73,363 | $4.9M |
| Sprinkle Financial Consultants LLC | 2.44% | Add +29.5% | 72,380 | $4.8M |
| Beto Financial Group, LLC | 3.21% | — | 70,829 | $4.8M |
| Echo Wealth Management, LLC | 2.77% | Reduce -21.3% | 71,319 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -6.2% | 70,983 | $4.7M |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.