JPMORGAN HEDGED EQUITY ETF (HELO) Institutional Ownership and Insiders Activity
JPMORGAN HEDGED EQUITY ETF (HELO) is widely held by institutional investors, with 391 firms reporting positions valued at approximately $3.16B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Forvis Mazars Wealth Advisors, Llc is the largest disclosed holder, reporting approximately $251.12M in HELO holdings in its latest filing.
Institutional Holders
391
Total Reported Value
$3.16B
Largest Holder
Forvis Mazars Wealth Advisors, Llc
Largest Position
$251.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
38
Top Institutional Owners
View allInvestorReported Balance
- Forvis Mazars Wealth Advisors, Llc$251.12M
- Lpl Financial Llc$244.31M
- Bank Of New York Mellon Corp$158.55M
- Bank Of America Corp$157.50M
- Wealth Enhancement Advisory Services, Llc$137.07M
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