Who owns HEQQ?
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF · JPMorgan
7 institutions reported holding HEQQ, worth $28.4M, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of HEQQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co | New York, NY | $24.4M | 400,000 | No change |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.3M | 21,860 | −105,531 shares |
| Koshinski Asset Management, Inc. | Decatur, IL | $1.3M | 21,402 | −1,019 shares |
| Brookstone Capital Management | Wheaton, IL | $437K | 7,143 | New position |
| Chris Bulman Inc | Roseville, CA | $437K | 7,143 | New position |
| Congress Park Capital LLC | Saratoga Springs, NY | $354K | 5,781 | −3,604 shares |
| UBS Group AG | Zurich, Switzerland | $113K | 1,851 | −300 shares |
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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Frequently asked questions
Who owns HEQQ?
7 institutional managers reported holding HEQQ in Form 13F filings for June 30, 2026, worth $28.4M in total. The largest reported position was held by JPMorgan Chase & Co, at $24.4M.
Did institutions buy or sell HEQQ last quarter?
Reported 13F value fell 15.4% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 2 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 HEQQ 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.