Who owns JPMorgan Hedged Equity Laddered Overlay ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HELO from SEC Form 13F filings across 390 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 390 institutions disclosed 46.4M shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $3.14B — about 81.1% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
390
13F holders
$3.14B
value, 2026 filers
81.1%
of shares outstanding (46.4M sh)
45
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HELO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.6M | $244.3M | 0.1% | 6.3% | +4.5% |
| 2 | Forvis Mazars Wealth Advisors, LLC | 3.3M | $224.8M | 3.8% | 5.8% | +15.0% |
| 3 | Bank of New York Mellon Corp | 2.4M | $159.5M | 0.0% | 4.1% | +5.9% |
| 4 | BANK OF AMERICA CORP /DE/ | 2.3M | $157.5M | 0.0% | 4.1% | -3.7% |
| 5 | RAYMOND JAMES FINANCIAL INC | 1.9M | $126.8M | 0.0% | 3.3% | +2.5% |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.9M | $127.7M | 0.2% | 3.3% | +9.5% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 1.7M | $116.8M | 0.0% | 3% | -32.6% |
| 8 | Cetera Investment Advisers | 1.7M | $113.5M | 0.1% | 2.9% | +6.0% |
| 9 | AMERIPRISE FINANCIAL INC | 1.2M | $82.7M | 0.0% | 2.1% | +25.2% |
| 10 | OSAIC HOLDINGS, INC. | 1.1M | $75.7M | 0.1% | 2% | -40.7% |
| 11 | HighTower Advisors, LLC | 1.0M | $69.7M | 0.1% | 1.8% | +2.7% |
| 12 | UBS Group AG | 878,512 | $59.4M | 0.0% | 1.5% | -4.4% |
| 13 | Focus Partners Wealth | 824,518 | $55.7M | 0.1% | 1.4% | +5.6% |
| 14 | RWA WEALTH PARTNERS, LLC | 763,321 | $51.6M | 0.5% | 1.3% | +7.7% |
| 15 | Peterson Wealth Advisors, LLC | 732,936 | $49.5M | 5.9% | 1.3% | +3.8% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 694,764 | $47.0M | 0.1% | 1.2% | -7.3% |
| 17 | CGC Financial Services, LLC | 664,952 | $44.9M | 10.1% | 1.2% | -39.0% |
| 18 | Taylor Securities Services, Inc. | 605,044 | $40.9M | 16.6% | 1.1% | -13.0% |
| 19 | MML INVESTORS SERVICES, LLC | 554,895 | $37.5M | 0.1% | 1% | +20.6% |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 523,484 | $35.4M | 0.2% | 0.9% | +16.6% |
| 21 | JPMORGAN CHASE & CO | 505,952 | $34.1M | 0.0% | 0.9% | -7.0% |
| 22 | ROYAL BANK OF CANADA | 505,473 | $34.2M | 0.0% | 0.9% | -1.1% |
| 23 | Cambridge Investment Research Advisors, Inc. | 489,423 | $33.1M | 0.1% | 0.9% | +20.2% |
| 24 | STIFEL FINANCIAL CORP | 433,529 | $29.3M | 0.0% | 0.8% | -0.8% |
| 25 | Private Advisor Group, LLC | 414,322 | $28.0M | 0.1% | 0.7% | +56.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.