JP Morgan Chase
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JP Morgan Chase’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

JP Morgan Chase’s Portfolio HEGD Stock Details HEGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$150K Buy
5,635
+5,154
+1,072% +$135K ﹤0.01% 5773
2026
Q1 		$11.8K Sell
481
-18
-4% -$455 ﹤0.01% 6697
2025
Q4 		$12.6K Sell
499
-1,295
-72% -$32.7K ﹤0.01% 6609
2025
Q3 		$44.7K Sell
1,794
-61,104
-97% -$1.47M ﹤0.01% 6272
2025
Q2 		$1.48M Buy
+62,898
New +$1.41M ﹤0.01% 4131

Other funds holding HEGD

TSS
Taylor Securities Services Harrisburg, Pennsylvania $246M AUM
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

JP Morgan Chase's HEGD Position: Q2 2026 in Review

JP Morgan Chase increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 1,072% in Q2 2026, buying an estimated $135K and bringing the position to 5,635 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #5773.

JP Morgan Chase first reported a position in HEGD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.48M in Q2 2025. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • JP Morgan Chase held 5,635 shares of Swan Hedged Equity US Large Cap ETF worth $150K as of Q2 2026.
  • JP Morgan Chase bought 5,154 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $135K.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5773 holding.
  • JP Morgan Chase first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • JP Morgan Chase's Swan Hedged Equity US Large Cap ETF position peaked at $1.48M in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.