JPM Hed Laddered Overlay ETFHEQQETF
13F holders, Q4 2025 (December 31)7holders +2
2new positions
0sold out
$58.34avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding JPM Hed Laddered Overlay ETF (HEQQ) in their 13F filings, up 2 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were JPMorgan Chase & Co. ($23.3M), Susquehanna International Group, LLP ($2.5M) and Koshinski Asset Management, Inc. ($1.5M).
- Company
- JPM Hed Laddered Overlay ETF
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2025)
- CUSIP
- 46654Q625
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.4M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 44,432 shares bought and 33,748 shares sold, net +10,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| JPMorgan Chase & Co. | 0.00% | No change | 400,000 | $23.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.7% | 43,465 | $2.5M |
| Koshinski Asset Management, Inc. | 0.09% | Add +41.2% | 25,189 | $1.5M |
| Old Mission Capital LLC | 0.05% | Add +116.7% | 23,699 | $1.4M |
| Congress Park Capital LLC | 0.36% | New | 20,585 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | New | 3,553 | $207K |
| UBS Group AG | 0.00% | Add +156.4% | 300 | $18K |
"% of holder's portfolio" is HEQQ's weight in each manager's 13F, not the share of JPM Hed Laddered Overlay ETF the manager owns.