HELO icon

JPMorgan Hedged Equity Laddered Overlay ETF
HELO

Overview Fund Activity

295 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, 176 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+22
Holders Change %
+8.06%
% of All Funds
4.01%
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
176
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$80.2M
2
LPL Financial
2
LPL Financial
California
$117M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$134M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$90.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$178M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$24.2M
2
SWP
2
Sagespring Wealth Partners
Tennessee
$310K
3
GI
3
Gradient Investments
Minnesota
$46.7M
4
DWM
4
Dynasty Wealth Management
Florida
$37.9M
5
LWL
5
Leo Wealth LLC
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWA
76
Marshall & Sterling Wealth Advisors
New York
$4.89M +$299K +5,005 +7%
OC
77
Oppenheimer & Co
New York
$4.86M +$4.86M +81,467 New
Jane Street
78
Jane Street
New York
$4.82M +$580K +9,713 +14%
EH
79
Equitable Holdings
New York
$4.74M +$4.32M +72,315 +1,019%
FA
80
Fiduciary Alliance
South Carolina
$4.7M +$211K +3,536 +5%
PWM
81
Palumbo Wealth Management
New York
$4.57M +$1.22M +20,360 +36%
NC
82
Napatree Capital
Rhode Island
$4.54M +$578K +9,677 +15%
LWM
83
Lionsbridge Wealth Management
Florida
$4.3M -$271K -4,549 -6%
AAS
84
Ameritas Advisory Services
Nebraska
$4.2M -$2.32M -37,642 -36%
EWM
85
Echo Wealth Management
Minnesota
$4.19M +$860K +14,407 +26%
PSCM
86
Per Stirling Capital Management
Texas
$4.16M -$1.45M -24,272 -26%
BPA
87
Beacon Pointe Advisors
California
$4.1M +$3.81M +63,831 +1,310%
GAM
88
Gotham Asset Management
New York
$3.96M +$3.96M +66,319 New
PWM
89
Perigon Wealth Management
California
$3.94M +$1.18M +19,729 +43%
AAS
90
Avantax Advisory Services
Texas
$3.94M +$1.3M +21,744 +49%
CCFM
91
Clear Creek Financial Management
Washington
$3.9M +$1.42M +23,873 +58%
FMP
92
Financial Management Professionals
Texas
$3.86M +$1.29M +21,597 +50%
RB
93
Renasant Bank
Mississippi
$3.76M +$36.5K +611 +1%
HIA
94
Harbor Investment Advisory
Maryland
$3.75M +$154K +2,575 +4%
OHWP
95
Oak Harbor Wealth Partners
North Carolina
$3.75M +$1.22M +20,480 +48%
FHA
96
Flagship Harbor Advisors
Massachusetts
$3.74M +$574K +9,617 +18%
PF
97
Penney Financial
Texas
$3.62M +$158K +2,650 +5%
AWM
98
Apollon Wealth Management
South Carolina
$3.61M +$142K +2,379 +4%
M1FG
99
Mach-1 Financial Group
Arkansas
$3.47M +$3.17M +53,178 +1,078%
BFA
100
Brown Financial Advisors
Ohio
$3.44M -$2.22M -37,167 -39%
2 3
4
5 6