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
$67.19
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
44,598,529
Total reported value
$2,963,384,599
% of total 13F portfolios
0.02%
Share change
+387,268
Value change
+$25,992,148
Number of holders
367
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 367 institutional investors reported holding 44,598,529 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 44,598,529 $2,963,384,599 +$25,992,148 $66.43 367
2025 Q3 43,860,135 $2,850,290,799 -$34,719,034 $65.00 344
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