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

Historical Holders from Q3 2023 to Q3 2025

Symbol
HELO
Type / Class
Equity / HEDGED EQUITY LA
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
42,744,114
Holdings value
$2,777,749,010
% of all portfolios
0.025%
Number of holders
340
Number of buys
212
Number of sells
-121
Average buys %
+0%
Average sells %
-0%
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 Q3 42,744,114 $2,777,749,010 -$34,958,449 $65 340
2025 Q2 44,435,775 $2,781,717,918 +$407,742,680 $62.58 321
2025 Q1 38,147,710 $2,275,067,400 +$351,767,254 $59.68 294
2024 Q4 32,742,235 $2,031,702,518 +$468,730,423 $62.04 273
2024 Q3 23,053,356 $1,409,722,710 +$659,006,059 $61.14 206
2024 Q2 11,889,657 $696,516,588 +$359,994,187 $58.56 151
2024 Q1 5,678,388 $317,787,629 +$164,664,719 $55.97 98
2023 Q4 2,736,593 $144,757,402 +$114,139,847 $52.88 50
2023 Q3 540,965 $26,961,231 +$26,961,231 $49.84 5