J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2023 to Q4 2025

Type / Class
Equity / HEDGED EQUITY LA
Symbol
HELO
Price per share
$66.43
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
43,714,959
Total reported value
$2,840,853,917
% of total 13F portfolios
0.03%
Share change
-573,856
Value change
-$35,943,601
Number of holders
342
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 342 institutional investors reported holding 43,714,959 shares of J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO).

Institutional Holders of J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 4,694,295 $312,934,263 -$32,764,295 $66.43 35
2025 Q3 43,714,959 $2,840,853,917 -$35,943,601 $65.00 342
2025 Q2 44,435,775 $2,781,717,918 +$407,742,637 $62.58 321
2025 Q1 38,147,710 $2,275,067,400 +$351,767,303 $59.68 294
2024 Q4 32,165,413 $1,995,590,823 +$449,565,480 $62.04 269
2024 Q3 22,951,871 $1,403,517,929 +$659,281,980 $61.14 203
2024 Q2 11,774,148 $689,712,048 +$358,255,027 $58.56 147
2024 Q1 5,602,090 $313,517,226 +$160,394,332 $55.97 97
2023 Q4 26,305 $1,391,009 +$314,689 $52.88 2
2023 Q3 540,965 $26,961,231 +$26,961,232 $49.84 5