ETF Holders

Who owns HELO?

Buffer or defined outcome

JPMorgan Hedged Equity Laddered Overlay ETF · JPMorgan

390 institutions reported holding HELO, worth $3.2B, in Form 13F filings for June 30, 2026.

13F holders
390
Institutional value
$3.2B
Change from prior quarter
+4.0%
+$121.2M, with price moves
New and sold-out firms
42 / 25
168 added, 140 trimmed

Top 10 institutional holders of HELO

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$244.3M3,615,195+156,242 shares
Forvis Mazars Wealth Advisors, LLCSpringfield, MO$224.8M3,326,812+432,788 shares
Bank of New York Mellon CorpNew York, NY$159.5M2,360,277+130,624 shares
Bank of America Corp.Charlotte, NC$157.5M2,330,627−89,531 shares
Wealth Enhancement Advisory Services, LLCPlymouth, MN$127.7M1,868,372+162,128 shares
Raymond James Financial Inc.St. Petersburg, FL$126.8M1,876,569+45,852 shares
Envestnet Asset Management Inc.Berwyn, PA$116.8M1,727,596−836,682 shares
Cetera Investment AdvisersSchaumburg, IL$113.5M1,679,081+94,735 shares
Ameriprise Financial Inc.Minneapolis, MN$82.7M1,223,032+246,372 shares
Osaic Holdings, Inc.Scottsdale, AZ$75.7M1,120,018−769,640 shares
380 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: HELO vs SFLR, HELO vs BALT, HELO vs BUFD, HELO vs BUFQ.

Frequently asked questions

Who owns HELO?

390 institutional managers reported holding HELO in Form 13F filings for June 30, 2026, worth $3.2B in total. The largest reported position was held by LPL Financial LLC, at $244.3M.

Did institutions buy or sell HELO last quarter?

Reported 13F value rose 4.0% from March 31, 2026, which includes price moves as well as buying and selling. 42 firms reported a new position and 25 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is HELO ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.