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

Historical Holders from Q3 2023 to Q1 2025

Symbol
HELO
CUSIP
46654Q724
Type / Class
Equity / HEDGED EQUITY LA
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
32.2M
Holdings value
$2B
% of all portfolios
0.022%
Grand Portfolio weight change
+0.001%
Number of holders
269
Number of buys
196
Number of sells
-44
Average Value change %
+0%
Average buys %
+0.006%
Average sells %
-0.006%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 7.89M $471M -$34.6M $59.68 69
2024 Q4 32.2M $2B +$450M $62.04 269
2024 Q3 23M $1.4B +$659M $61.14 203
2024 Q2 11.8M $690M +$358M $58.56 147
2024 Q1 5.6M $314M +$160M $55.97 97
2023 Q4 2.71M $143M +$114M $52.88 48
2023 Q3 541K $27M +$27M $49.84 5