Security key
46654Q724
J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO)
CUSIP: 46654Q724
Q3 2023 13F Holders as of 30 Sep 2023
- Security type / class
- Equity / HEDGED EQUITY LA
- Total 13F shares
- 540,965
- Total 13F value
- $26,961,231
- Share change
- +540,965
- SEC-reported price per share
- $49.84
- Number of holders
- 5
- Value change
- +$26,961,231
- Number of buys
- 5
Report period
Q3 2023
Institutions
5
Top holders
5
Broader feeds
Reporting periods
Holder history for CUSIP 46654Q724
Recent filing periods:
Ownership snapshot
Top reported holders of HELO - J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
—
Disclosed value leader
—
Comparable rows
0/0
Latest evidence
—
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
13F holder rows
Institutional holders as of Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
5
Shares
540,965
Rows available
5
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2023 vs Q4 2025 Across Filers
Q4 2025 holders
374
Q3 2023 holders
5
Holder diff
-369
| Investor | Q4 2025 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q4 2025 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend