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HELO · JPMorgan Hedged Equity Laddered Overlay ETF ETF

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$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

12 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
86.0%
Sep 2023 → Jun 2026 · range 6.6% – 91.7%
−5.7 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 24.2% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 40.9% – 100.0%
0.0 pts
HHI
7,599
Sep 2023 → Jun 2026 · range 247 – 8,484
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
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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