JPMORGAN HEDGED EQUITY ETF (HELO) Institutional Ownership and Insiders Activity
JPMORGAN HEDGED EQUITY ETF (HELO) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $224,163 based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $224,163 in HELO holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
1
Total Reported Value
$224,163
Largest Holder
Sequoia Financial Advisors
Largest Position
$224,163
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$224,163
HELO News
All news- Longview Financial Advisors Q2 2026 Holdings Activity Report
Jul 17, 2026 · valut.ai
- Cgc Financial Services, Llc Q2 2026 Portfolio Activity: Major Shifts in ETF Holdings
Jul 14, 2026 · valut.ai
Related HELO Institutional Insights:
- HELO Institutional Ownership & Insiders Activity
- HELO Institutional Ownership & 13F Activity
- HELO Top Institutional Shareholders
- HELO Institutional Buying Activity
- HELO Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- HELO Insider Trading & SEC Form 4 Activity
- HELO Articles
- Top Institutional Investor Stock Rankings