JPMorgan Hedged Equity ETFHELOETF
13F holders, Q1 2026 (March 31)386holders +10
37new positions
28sold out
4famous investors
$63.93avg. 13F price*
At the end of Q1 2026, 386 institutions reported holding JPMorgan Hedged Equity ETF (HELO) in their 13F filings, up 10 from Q4 2025. 37 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($221.1M), Forvis Mazars Wealth Advisors, LLC ($185.0M) and Envestnet Asset Management Inc. ($163.9M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $58.2M |
| Exits | 28 | $22.8M |
All 13F filers, Q4 2025 → Q1 2026: 5,528,999 shares bought and 2,692,245 shares sold, net +2,836,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 386 holders
| LPL Financial LLC | 0.06% | Add +8.4% | 3,458,953 | $221.1M |
| Forvis Mazars Wealth Advisors, LLC | 3.51% | Add +9.8% | 2,894,024 | $185.0M |
| Envestnet Asset Management Inc. | 0.04% | Add +36.8% | 2,564,278 | $163.9M |
| Bank of America Corp. | 0.01% | Add +9.3% | 2,420,158 | $154.7M |
| Bank of New York Mellon Corp | 0.03% | Add +10.1% | 2,229,653 | $142.5M |
| Osaic Holdings, Inc. | 0.18% | Reduce -4.8% | 1,889,658 | $120.7M |
| Raymond James Financial Inc. | 0.04% | Add +5.1% | 1,830,717 | $117.0M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Reduce -15.6% | 1,706,244 | $109.4M |
| Cetera Investment Advisers | 0.11% | Add +70.8% | 1,584,346 | $101.3M |
| CGC Financial Services, LLC | 20.13% | Add +0.2% | 1,090,050 | $69.7M |
| HighTower Advisors, LLC | 0.07% | Add +4.6% | 1,004,470 | $64.2M |
| Ameriprise Financial Inc. | 0.01% | Add +31.9% | 976,660 | $62.4M |
| Legacy Financial Group LLC | 7.77% | Add +0.7% | 967,024 | $61.8M |
| UBS Group AG | 0.01% | Add +2.5% | 919,308 | $58.8M |
| Focus Partners Wealth | 0.06% | Add +1.2% | 780,654 | $49.9M |
| Commonwealth Equity Services, LLC | 0.07% | Add +7.5% | 749,393 | $47.9M |
| Rwa Wealth Partners, LLC | 0.50% | Reduce -8.8% | 708,571 | $45.3M |
| Peterson Wealth Advisors, LLC | 6.00% | Add +3.2% | 706,317 | $45.1M |
| Taylor Securities Services, Inc. | 20.74% | Reduce -7.2% | 695,057 | $44.4M |
| JPMorgan Chase & Co. | 0.00% | Add +34.8% | 543,744 | $34.4M |
| Royal Bank of Canada | 0.01% | Add +3.9% | 511,303 | $32.7M |
| MML Investors Services, LLC | 0.08% | Reduce -7.7% | 459,978 | $29.4M |
| United Capital Financial Advisors, LLC | 0.18% | Add +8.8% | 448,851 | $28.7M |
| Stifel Financial Corp. | 0.03% | Add +2.9% | 437,084 | $27.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -34.0% | 407,144 | $26.0M |
| Mariner, LLC | 0.02% | Add +3.6% | 329,299 | $21.0M |
| Advisory Services Network, LLC | 0.27% | Add +39.4% | 316,622 | $20.2M |
| Brookstone Capital Management | 0.22% | Add +23.9% | 298,189 | $19.1M |
| Garrett Wealth Advisory Group, LLC | 3.32% | New | 292,018 | $18.7M |
| Triad Wealth Partners, LLC | 1.42% | Add +54.1% | 280,770 | $17.9M |
| Longview Financial Advisors LLC | 9.26% | Add +6.4% | 266,746 | $17.0M |
| Campbell Deegan Wealth Management, LLC | 13.61% | Add +4.4% | 264,937 | $16.9M |
| Private Advisor Group, LLC | 0.08% | Reduce -24.8% | 264,014 | $16.9M |
| HTG Investment Advisors, Inc. | 4.77% | Add +1.4% | 261,547 | $16.7M |
| Carr Financial Group Corp | 4.21% | Add +15.4% | 249,734 | $16.0M |
| Leo Wealth, LLC | 1.13% | Reduce -5.2% | 243,451 | $15.6M |
| Pinnacle Associates Ltd. | 0.20% | Add +105.1% | 237,560 | $15.2M |
| Cary Street Partners Financial LLC | 0.35% | Reduce -7.9% | 222,792 | $14.2M |
| Great Valley Advisor Group, Inc. | 0.25% | Add +1.3% | 213,073 | $13.6M |
| Patten & Patten Inc. | 0.82% | Reduce -13.2% | 211,965 | $13.5M |
| Signaturefd, LLC | 0.20% | Reduce -22.6% | 207,847 | $13.3M |
| NewEdge Advisors, LLC | 0.05% | Reduce -2.0% | 205,422 | $13.1M |
| CENTRAL TRUST Co | 0.26% | Reduce -5.8% | 203,253 | $13.0M |
| Aspire Capital Advisors LLC | 2.90% | Add +3.6% | 201,832 | $12.9M |
| WealthPlan Investment Management, LLC | 0.72% | Reduce -4.6% | 201,764 | $12.9M |
| Capital Planning Advisors, LLC | 1.78% | Add +2.9% | 192,856 | $12.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.81% | Add +106.2% | 185,430 | $11.9M |
| CreativeOne Wealth, LLC | 0.27% | Reduce -9.3% | 182,626 | $11.7M |
| Crewe Advisors LLC | 0.98% | Add +18.8% | 179,671 | $11.5M |
| Wick Capital Partners, LLC | 2.05% | Add +1.0% | 175,621 | $11.2M |
| Avior Wealth Management, LLC | 0.31% | Add +1.1% | 172,428 | $11.0M |
| Avidian Wealth Enterprises, LLC | 0.34% | New | 169,904 | $10.9M |
| Owl Creek Wealth Partners LLC | 3.80% | — | 166,834 | $10.7M |
| &partners | 0.05% | Add +7.7% | 163,622 | $10.4M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -17.8% | 162,463 | $10.4M |
| Visionary Wealth Advisors | 0.46% | Reduce -13.2% | 162,211 | $10.4M |
| Waverly Advisors, LLC | 0.08% | Add +0.0% | 158,504 | $10.1M |
| SouthState Bank Corp | 0.46% | Add +6.6% | 155,884 | $10.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +25.8% | 152,645 | $9.8M |
| Curtis Advisory Group, LLC | 2.06% | Add +1.2% | 149,721 | $9.6M |
| Lifelong Wealth Advisors, Inc. | 2.52% | Add +3.5% | 147,747 | $9.4M |
| Orrstown Financial Services Inc. | 1.58% | Add +23.4% | 147,270 | $9.4M |
| Aire Advisors, LLC | 1.71% | Add +2.9% | 146,382 | $9.4M |
| Archford Capital Strategies, LLC | 1.06% | Add +888.2% | 144,850 | $9.3M |
| MAI Capital Management | 0.05% | Add +35.0% | 143,156 | $9.1M |
| Kestra Private Wealth Services, LLC | 0.11% | Reduce -4.4% | 140,509 | $9.0M |
| Avaii Wealth Management, LLC | 2.93% | Add +1.3% | 131,378 | $8.4M |
| Philip James Wealth Mangement, LLC | 1.02% | Reduce -32.8% | 131,134 | $8.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +1.2% | 130,908 | $8.4M |
| Bluedoor Private Wealth, LLC | 3.63% | Add +11.4% | 122,654 | $7.8M |
| Alaska Permanent Capital Management, LLC | 0.55% | Add +9.6% | 122,243 | $7.8M |
| USAdvisors Wealth Management, LLC | 2.58% | Add +7.5% | 122,850 | $7.8M |
| Prairieview Wealth Partners, LLC | 6.26% | Add +3.1% | 119,523 | $7.6M |
| Allegheny Financial Group | 1.01% | Add +51.4% | 117,678 | $7.5M |
| Daymark Wealth Partners, LLC | 0.23% | Add +2.9% | 114,226 | $7.3M |
| Oak Wealth Advisors LLC | 3.98% | Add +6.7% | 113,365 | $7.2M |
| Crusonia Wealth Advisors LLC | 1.47% | Add +11.1% | 111,418 | $7.1M |
| Planned Solutions, Inc. | 2.32% | Add +0.0% | 109,884 | $7.0M |
| Summit Financial, LLC | 0.09% | Reduce -2.9% | 107,881 | $6.9M |
| Fiduciary Alliance LLC | 0.41% | Add +12.1% | 101,191 | $6.7M |
| HUB Investment Partners, LLC | 0.16% | Reduce -1.1% | 105,314 | $6.7M |
| Moneco Advisors, LLC | 0.52% | Reduce -8.7% | 104,094 | $6.7M |
| Sprinkle Financial Consultants LLC | 3.01% | Add +40.4% | 101,584 | $6.5M |
| Hughes Financial Services, LLC | 0.99% | Reduce -0.5% | 100,541 | $6.4M |
| Integrity Alliance, Llc. | 0.24% | Add +2.5% | 99,081 | $6.3M |
| Compass Financial Services Inc | 2.70% | Add +204.2% | 97,626 | $6.2M |
| SkyView Investment Advisors, LLC | 0.83% | Add +13.3% | 96,624 | $6.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +12.8% | 94,913 | $6.1M |
| Skyline Advisors, Inc. | 2.08% | Reduce -49.0% | 93,488 | $6.0M |
| WealthPLAN Partners, LLC | 1.14% | Reduce -18.1% | 92,584 | $5.9M |
| Cooper Financial Group | 0.59% | Add +7.8% | 91,608 | $5.9M |
| OneDigital Investment Advisors LLC | 0.06% | Add +34.3% | 91,288 | $5.8M |
| Palumbo Wealth Management LLC | 1.41% | Add +7.9% | 90,331 | $5.8M |
| Smallwood Wealth Investment Management, LLC | 3.00% | Add +7.7% | 89,163 | $5.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.62% | Add +9.6% | 82,846 | $5.3M |
| Alaska Wealth Advisors, LLC | 0.62% | Add +5.4% | 81,339 | $5.2M |
| Strategic Financial Concepts, LLC | 1.25% | New | 80,422 | $5.1M |
| Valmark Advisers, Inc. | 0.06% | Add +523.8% | 75,728 | $4.8M |
| DeDora Capital, Inc. | 1.18% | Add +8.7% | 75,312 | $4.8M |
| Cordgrass Capital Advisors, LLC | 1.12% | Add +1.7% | 74,638 | $4.8M |
"% of holder's portfolio" is HELO's weight in each manager's 13F, not the share of JPMorgan Hedged Equity ETF the manager owns.