Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / HEDGED EQUITY LA
-
Total 13F shares
-
7,502,968
-
Share change
-
+37,113
-
Total reported value
-
$499,512,636
-
Price per share
-
$66.43
-
Number of holders
-
74
-
Value change
-
+$2,539,639
-
Number of buys
-
42
-
Number of sells
-
31
Institutional Holders of J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) as of Q4 2025
As of 31 Dec 2025,
J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) was held by
74 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,502,968 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Peterson Wealth Advisors, LLC, SIGNATUREFD, LLC, Leo Wealth, LLC, Campbell Deegan Wealth Management, LLC, Longview Financial Advisors LLC, Brookstone Capital Management, Gradient Investments LLC, Carr Financial Group Corp, and Philip James Wealth Mangement, LLC.
This page lists
74
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.