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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

297 hedge funds and large institutions have $2.28B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 178 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 51

176% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 17

38% more funds holding in top 10

Funds holding in top 10: 21 → 29 (+8)

12% more capital invested

Capital invested by funds: $2.03B → $2.28B (+$251M)

9% more funds holding

Funds holding: 273 → 297 (+24)

7.7% less ownership

Funds ownership: 91.51% → 83.81% (-7.7%)

Holders
297
Holders Change
+24
Holders Change %
+8.79%
% of All Funds
3.98%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.39%
New
47
Increased
178
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$83.3M
2
LPL Financial
LPL Financial
California
+$47.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$33.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$32.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$59.3M
2
SWP
Sagespring Wealth Partners
Tennessee
-$58.6M
3
GI
Gradient Investments
Minnesota
-$24.9M
4
DWM
Dynasty Wealth Management
Florida
-$24.2M
5
LWL
Leo Wealth LLC
Texas
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
226
IFP Advisors
Florida
$388K +$187K +3,022 +87%
RFA
227
Reyes Financial Architecture
California
$388K +$54.1K +873 +16%
OC
228
Oakworth Capital
Alabama
$378K +$393K +6,338 New
AWP
229
Axis Wealth Partners
Rhode Island
$373K +$39.6K +639 +11%
BWM
230
BCGM Wealth Management
Indiana
$364K +$16.6K +267 +5%
CPRC
231
Consolidated Portfolio Review Corp
New York
$353K +$53.6K +864 +17%
PWMAG
232
Pinnacle Wealth Management Advisory Group
New Jersey
$346K +$359K +5,790 New
ACM
233
Allred Capital Management
Texas
$342K -$30.9K -499 -8%
Truist Financial
234
Truist Financial
North Carolina
$338K -$868 -14 -0.2%
WA
235
WESPAC Advisors
California
$331K -$18.5K -299 -5%
MWP
236
Madison Wealth Partners
Wisconsin
$330K +$49.8K +803 +17%
SDWIA
237
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$322K +$334K +5,387 New
SWP
238
Sagespring Wealth Partners
Tennessee
$310K -$58.6M -945,951 -99%
BOM
239
Bank of Marin
California
$308K -$189K -3,043 -37%
WKWM
240
Walter & Keenan Wealth Management
Indiana
$288K – – –
AF
241
Advisornet Financial
Minnesota
$282K +$290K +4,673 +9,346%
AIA
242
Arbor Investment Advisors
North Carolina
$281K +$292K +4,707 New
CRWM
243
Castle Rock Wealth Management
California
$274K +$1.49K +24 +0.5%
NS
244
NBC Securities
Alabama
$271K +$281K +4,540 +113,500%
SC
245
Stephens Consulting
Michigan
$262K -$5.01M -80,885 -95%
VA
246
Valmark Advisers
Ohio
$260K +$271K +4,363 New
FA
247
Fortis Advisors
Pennsylvania
$245K +$254K +4,101 New
Creative Planning
248
Creative Planning
Kansas
$243K +$252K +4,067 New
FNWA
249
Financial Network Wealth Advisors
Utah
$238K +$225K +3,635 +1,018%
NRC
250
New Republic Capital
North Carolina
$231K – – –
8 9
10
11 12

HELO Hedge Fund Activity: Q1 2025 in Review

297 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q1 2025, worth a combined $2.28B — up 12% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HELO positions and 17 closed out — a net gain of 30 holders — while 178 added to existing stakes and 51 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $83.3M. The largest seller was JP Morgan Chase, cutting an estimated $59.3M.

  • 297 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q1 2025, up from 273 in Q4 2024.
  • Funds reported $2.28B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 47 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q1 2025 and 17 closed out, a net change of +30 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q1 2025 was Bank of America, an estimated $83.3M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q1 2025 was JP Morgan Chase, an estimated $59.3M sold.

Based on aggregated 13F filings for Q1 2025.