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JPMorgan Hedged Equity Laddered Overlay ETF

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: 344375 (+31)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
301
Focus Financial Network
Minnesota
$251K +$248K +3,771 New
VPF
302
Vantage Point Financial
Illinois
$249K +$246K +3,743 New
PCM
303
Pennsylvania Capital Management
Pennsylvania
$249K -$17.5K -267 -7%
EFS
304
Essex Financial Services
Connecticut
$245K +$242K +3,686 New
MW
305
Maia Wealth
Colorado
$242K -$66 -1 -0%
KFAS
306
Keating Financial Advisory Services
Kansas
$241K +$238K +3,629 New
KA
307
Kovack Advisors
Florida
$239K +$236K +3,599 New
OC
308
Oakworth Capital
Alabama
$236K -$94.9K -1,446 -29%
PIA
309
Perennial Investment Advisors
California
$234K
MT
310
Midwest Trust
Kansas
$233K +$230K +3,500 New
CRWM
311
Castle Rock Wealth Management
California
$232K +$7.81K +119 +4%
CA
312
Claro Advisors
Massachusetts
$229K
PPW
313
Pasadena Private Wealth
California
$229K -$118K -1,800 -34%
CA
314
Cambridge Advisors
Nebraska
$225K +$223K +3,393 New
ACM
315
Allred Capital Management
Texas
$225K +$7.09K +108 +3%
SMC
316
Smith, Moore & Co
Missouri
$223K -$26.1K -397 -11%
CAWM
317
Capital Advisors Wealth Management
Washington
$221K +$218K +3,324 New
IF
318
Intrua Financial
Texas
$221K +$218K +3,321 New
First Trust Advisors
319
First Trust Advisors
Illinois
$219K +$2.3K +35 +1%
EIP
320
Ellis Investment Partners
Pennsylvania
$216K +$213K +3,245 New
LCM
321
Lunt Capital Management
Utah
$215K +$213K +3,237 New
TWM
322
TCFG Wealth Management
California
$211K
Northern Trust
323
Northern Trust
Illinois
$210K
Betterment LLC
324
Betterment LLC
New York
$205K +$203K +3,092 New
SB
325
Simmons Bank
Arkansas
$205K +$203K +3,085 New

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.