JP Morgan Chase
HEGD icon

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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TSS
Taylor Securities Services Harrisburg, Pennsylvania $214M AUM
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

JP Morgan Chase's HEGD Position: Q1 2026 in Review

JP Morgan Chase reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 3.6% in Q1 2026, selling an estimated $455 and leaving 481 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6697.

JP Morgan Chase first reported a position in HEGD in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.48M in Q2 2025. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • JP Morgan Chase held 481 shares of Swan Hedged Equity US Large Cap ETF worth $11.8K as of Q1 2026.
  • JP Morgan Chase sold 18 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $455.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6697 holding.
  • JP Morgan Chase first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • JP Morgan Chase's Swan Hedged Equity US Large Cap ETF position peaked at $1.48M in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.