JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for HELO. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Lpl Financial | 3,615,195 | $244M | INCREASED |
| Forvis Mazars Wealth Advisors | 3,326,812 | $225M | INCREASED |
| BNY Mellon | 2,360,277 | $160M | INCREASED |
| Bank of America | 2,330,627 | $158M | DECREASED |
| Raymond James Financial | 1,876,569 | $127M | INCREASED |
Full institutional holdings, insider history, and congressional trades for JPMorgan Hedged Equity Laddered Overlay ETF on SentiSense.