Skip to main content
Equibles
HELO logo

HELO · JPMorgan Hedged Equity Laddered Overlay ETF ETF

Alerts for HELO

Use HELO with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$69.72 -0.12 (-0.17%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $6,669,267
Total Shares: 98,687

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
86.0%
Mar 2025 → Jun 2026 · range 86.0% – 100.0%
−5.7 pts
Top 5
100.0%
Mar 2025 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2025 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
7,599
Mar 2025 → Jun 2026 · range 7,599 – 10,000
Highly concentrated−885

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
1
Unchanged
0
Holder count: 0
Institutional value: +15.6%
Shares held: +9.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group +2,073 84,919

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 13,768 $930,441

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Dakota Wealth Management 7,462 $476,896
Filter: New 1 Increased 1 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MLG Wealth Management DBA Pine Grove Financial Group HELO $5,738,826 86.05% 84,919
Corient Private Wealth LLC HELO $930,441 13.95% 13,768