JPMORGAN HEDGED EQUITY ETF (HELO) Institutional Shareholders
JPMORGAN HEDGED EQUITY ETF (HELO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.98B in HELO holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of HELO tracked by InsiderSet, reporting ownership valued at approximately $221.06M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $236.77M, representing an estimated gain of +7.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed HELO value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Forvis Mazars Wealth Advisors, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in JPMORGAN HEDGED EQUITY ETF (HELO).
This page ranks the largest institutional HELO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
385
Total Reported Value
$2.98B
Largest Holder
Lpl Financial Llc
Largest Position
$221.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.06% | 3,458,953 | $221,061,684 | $236,765,333 | +$15,703,649 | +7.10% | |
| Forvis Mazars Wealth Advisors, Llc | 3.51% | 2,894,024 | $184,957,064 | $198,095,943 | +$13,138,879 | +7.10% | |
| Bank Of America Corp | 0.01% | 2,420,158 | $154,672,297 | $165,659,815 | +$10,987,518 | +7.10% | |
| Bank Of New York Mellon Corp | 0.03% | 2,229,653 | $142,497,132 | $152,619,748 | +$10,122,616 | +7.10% | |
| Wealth Enhancement Advisory Services, Llc | 0.21% | 1,868,372 | $127,665,859 | $127,890,063 | +$224,204 | +0.18% | |
| Osaic Holdings, Inc. | 0.18% | 1,889,658 | $120,703,896 | $129,347,090 | +$8,643,194 | +7.16% | |
| Raymond James Financial Inc | 0.04% | 1,830,717 | $117,001,136 | $125,312,579 | +$8,311,443 | +7.10% | |
| Envestnet Asset Management Inc | 0.03% | 1,727,596 | $116,750,912 | $118,253,946 | +$1,503,034 | +1.29% | |
| Cetera Investment Advisers | 0.11% | 1,584,346 | $101,255,573 | $108,448,484 | +$7,192,911 | +7.10% | |
| Hightower Advisors, Llc | 0.07% | 1,004,470 | $64,198,425 | $68,755,972 | +$4,557,547 | +7.10% | |
| Ameriprise Financial Inc | 0.01% | 976,660 | $62,412,191 | $66,852,377 | +$4,440,186 | +7.11% | |
| Legacy Financial Group Llc | 7.77% | 967,024 | $61,802,520 | $66,192,793 | +$4,390,273 | +7.10% | |
| Ubs Group Ag | 0.01% | 919,308 | $58,752,974 | $62,926,633 | +$4,173,659 | +7.10% | |
| Focus Partners Wealth | 0.06% | 780,654 | $49,891,641 | $53,435,766 | +$3,544,125 | +7.10% | |
| Commonwealth Equity Services, Llc | 0.06% | 694,764 | $46,952,170 | $47,556,596 | +$604,426 | +1.29% | |
| Rwa Wealth Partners, Llc | 0.50% | 708,571 | $45,284,783 | $48,501,685 | +$3,216,902 | +7.10% | |
| Peterson Wealth Advisors, Llc | 6.00% | 706,317 | $45,140,713 | $48,347,399 | +$3,206,686 | +7.10% | |
| Cgc Financial Services, Llc | 10.11% | 664,952 | $44,937,477 | $45,515,964 | +$578,487 | +1.29% | |
| Taylor Securities Services, Inc. | 20.74% | 695,057 | $44,421,121 | $47,576,652 | +$3,155,531 | +7.10% | |
| Royal Bank Of Canada | 0.01% | 511,303 | $32,677,000 | $34,998,690 | +$2,321,690 | +7.10% | |
| Mml Investors Services, Llc | 0.08% | 459,978 | $29,397,192 | $31,485,494 | +$2,088,302 | +7.10% | |
| United Capital Financial Advisors, Llc | 0.18% | 448,851 | $28,720,579 | $30,723,851 | +$2,003,272 | +6.98% | |
| Private Advisor Group, Llc | 0.13% | 414,322 | $27,999,885 | $28,360,341 | +$360,456 | +1.29% | |
| Stifel Financial Corp | 0.03% | 437,084 | $27,933,946 | $29,918,400 | +$1,984,454 | +7.10% | |
| Pinnacle Associates Ltd | 0.28% | 380,100 | $25,687,171 | $26,017,845 | +$330,674 | +1.29% | |
| Brookstone Capital Management | 0.24% | 358,377 | $24,219,098 | $24,530,906 | +$311,808 | +1.29% | |
| Mariner, Llc | 0.02% | 329,299 | $21,045,483 | $22,540,517 | +$1,495,034 | +7.10% | |
| Advisory Services Network, Llc | 0.27% | 316,622 | $20,235,294 | $21,672,776 | +$1,437,482 | +7.10% | |
| Longview Financial Advisors Llc | 9.65% | 288,873 | $19,522,038 | $19,773,357 | +$251,319 | +1.29% | |
| Garrett Wealth Advisory Group, Llc | 3.32% | 292,018 | $18,662,854 | $19,988,632 | +$1,325,778 | +7.10% | |
| Triad Wealth Partners, Llc | 1.42% | 280,770 | $17,943,980 | $19,218,707 | +$1,274,727 | +7.10% | |
| Campbell Deegan Wealth Management, Llc | 13.60% | 264,937 | $16,932,138 | $18,134,938 | +$1,202,800 | +7.10% | |
| Htg Investment Advisors, Inc. | 4.77% | 261,547 | $16,715,440 | $17,902,892 | +$1,187,452 | +7.10% | |
| Carr Financial Group Corp | 4.21% | 249,734 | $15,960,531 | $17,094,292 | +$1,133,761 | +7.10% | |
| Leo Wealth, Llc | 1.13% | 243,451 | $15,550,614 | $16,664,221 | +$1,113,607 | +7.16% | |
| Central Trust Co | 0.27% | 223,479 | $15,102,716 | $15,297,138 | +$194,422 | +1.29% | |
| Cary Street Partners Financial Llc | 0.30% | 202,248 | $13,667,896 | $13,843,876 | +$175,980 | +1.29% | |
| Great Valley Advisor Group, Inc. | 0.25% | 213,073 | $13,617,812 | $14,584,847 | +$967,035 | +7.10% | |
| Patten & Patten Inc/Tn | 0.82% | 211,965 | $13,546,683 | $14,509,004 | +$962,321 | +7.10% | |
| Signaturefd, Llc | 0.18% | 197,246 | $13,329,858 | $13,501,489 | +$171,631 | +1.29% | |
| Wealthplan Investment Management, Llc | 0.66% | 195,672 | $13,223,487 | $13,393,748 | +$170,261 | +1.29% | |
| Aspire Capital Advisors Llc | 2.90% | 201,832 | $12,899,058 | $13,815,400 | +$916,342 | +7.10% | |
| Crewe Advisors Llc | 0.90% | 183,760 | $12,418,523 | $12,578,372 | +$159,849 | +1.29% | |
| Capital Planning Advisors, Llc | 1.78% | 192,856 | $12,325,427 | $13,200,993 | +$875,566 | +7.10% | |
| Owl Creek Wealth Partners Llc | 3.44% | 173,970 | $11,756,895 | $11,908,247 | +$151,352 | +1.29% | |
| Avidian Wealth Enterprises, Llc | 0.33% | 173,900 | $11,752,177 | $11,903,455 | +$151,278 | +1.29% | |
| Avior Wealth Management, Llc | 0.31% | 173,665 | $11,736,281 | $11,887,369 | +$151,088 | +1.29% | |
| Creativeone Wealth, Llc | 0.27% | 182,626 | $11,671,626 | $12,500,750 | +$829,124 | +7.10% | |
| Allegheny Financial Group | 1.21% | 169,329 | $11,443,299 | $11,590,570 | +$147,271 | +1.29% | |
| Wick Capital Partners, Llc | 2.05% | 175,621 | $11,223,938 | $12,021,257 | +$797,319 | +7.10% |
Frequently asked questions about HELO
Who owns the most HELO stock?
The largest holders of HELO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN HEDGED EQUITY ETF (HELO).
Is HELO widely held by superinvestors?
Many widely followed stocks like HELO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HELO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.