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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

375 hedge funds and large institutions have $3.03B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 22

38% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 118

9% more funds holding

Funds holding: 344 → 375 (+31)

8% more funds holding in top 10

Funds holding in top 10: 25 → 27 (+2)

6% more capital invested

Capital invested by funds: $2.85B → $3.03B (+$181M)

1.89% more ownership

Funds ownership: 82.29% → 84.18% (+1.9%)

Holders
375
Holders Change
+31
Holders Change %
+9.01%
% of All Funds
4.56%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.33%
New
60
Increased
163
Reduced
118
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$36.1M
2
Ameriprise
Ameriprise
Minnesota
+$26.8M
3
Raymond James Financial
Raymond James Financial
Florida
+$24M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$18.3M
5
LWL
Leo Wealth LLC
Texas
+$16.9M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$59.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$58.6M
3
GI
Gradient Investments
Minnesota
-$37.3M
4
LC
Legacy CG
Texas
-$16.2M
5
SWM
SK Wealth Management
Rhode Island
-$8.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
251
Cerity Partners
New York
$540K -$21.3K -324 -4%
MIA
252
Milestone Investment Advisors
Wisconsin
$534K +$273K +4,159 +107%
PWP
253
Private Wealth Partners
California
$531K – – –
DWM
254
Dakota Wealth Management
Florida
$529K +$523K +7,961 New
AW
255
Ankerstar Wealth
Texas
$510K +$504K +7,676 New
BOM
256
Bank of Marin
California
$507K – – –
CWP
257
Core Wealth Partners
California
$505K +$499K +7,602 New
FPB
258
First PREMIER Bank
South Dakota
$492K +$62.6K +954 +15%
AWM
259
Athena Wealth Management
Nevada
$488K +$482K +7,344 New
BPW
260
BLVD Private Wealth
Kentucky
$474K -$29.3K -447 -6%
SAI
261
Savvy Advisors Inc
New York
$474K +$468K +7,133 New
CT
262
Clearstead Trust
Maine
$457K +$14.6K +222 +3%
AF
263
Advisornet Financial
Minnesota
$446K -$22.2K -338 -5%
EL
264
EWA LLC
Pennsylvania
$446K +$854 +13 +0.2%
DWM
265
Dynasty Wealth Management
Florida
$445K +$394 +6 +0.1%
Comerica Bank
266
Comerica Bank
Texas
$434K +$22.8K +348 +6%
BWM
267
BCGM Wealth Management
Indiana
$433K +$788 +12 +0.2%
PFPG
268
Pinnacle Financial Partners (Georgia)
Georgia
$427K +$422K +6,430 New
Creative Planning
269
Creative Planning
Kansas
$410K +$110K +1,672 +37%
IAG
270
Investment Advisory Group
Massachusetts
$400K +$16.2K +246 +4%
MGWM
271
Marks Group Wealth Management
Minnesota
$399K +$11K +167 +3%
WKWM
272
Walter & Keenan Wealth Management
Indiana
$374K +$52.5K +800 +17%
OWA
273
ORBA Wealth Advisors
Illinois
$374K +$369K +5,626 New
LAM
274
Lewis Asset Management
California
$367K +$6.43K +98 +2%
AWA
275
Adapt Wealth Advisors
Georgia
$365K – – –
9 10
11
12 13

HELO Hedge Fund Activity: Q4 2025 in Review

375 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q4 2025, worth a combined $3.03B — up 6.4% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new HELO positions and 22 closed out — a net gain of 38 holders — while 163 added to existing stakes and 118 trimmed.

The largest buyer was LPL Financial, adding an estimated $36.1M. The largest seller was Osaic Holdings, cutting an estimated $59.8M.

  • 375 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q4 2025, up from 344 in Q3 2025.
  • Funds reported $3.03B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q4 2025, up 6.4% quarter-over-quarter.
  • 60 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q4 2025 and 22 closed out, a net change of +38 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q4 2025 was LPL Financial, an estimated $36.1M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q4 2025 was Osaic Holdings, an estimated $59.8M sold.

Based on aggregated 13F filings for Q4 2025.