JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
ETF ยท NYSE Arca
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 28, 2023.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- September 28, 2023
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 384 institutions reported holding HELO, with 45.0 million shares worth $3.0 billion in aggregate. The largest reported holder was Lpl Financial, with 3.6 million shares worth $244.3 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Lpl Financial | 3,615,195 | $244M | Added 4.52% |
| Forvis Mazars Wealth Advisors | 3,326,812 | $225M | Added 14.95% |
| BNY Mellon | 2,360,277 | $160M | Added 5.86% |
| Bank of America | 2,330,627 | $158M | Reduced 3.7% |
| Raymond James Financial | 1,876,569 | $127M | Added 2.5% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is HELO?
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 28, 2023.
Who are the largest institutional holders of HELO?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of HELO were Lpl Financial, Forvis Mazars Wealth Advisors and BNY Mellon.
How many institutions own HELO?
384 institutions reported a position in HELO for the quarter ended June 30, 2026, worth $3.0 billion in total.
Did institutions buy or sell HELO last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for HELO.
Every reported institutional holder, plus insider and congressional trades in HELO, on SentiSense.