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

CUSIP: 46654Q724

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / HEDGED EQUITY LA
Total 13F shares
44,435,775
Share change
+6,487,659
Total reported value
$2,781,717,918
Price per share
$62.58
Number of holders
321
Value change
+$407,742,680
Number of buys
201
Number of sells
117

Quarterly Holders Quick Answers

What is CUSIP 46654Q724?
CUSIP 46654Q724 identifies HELO - J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA in SEC institutional holdings data.

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Institutional Holders of J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) as of Q2 2025

As of 30 Jun 2025, J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) was held by 321 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 44,435,775 shares. The largest 10 holders included OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, Forvis Mazars Wealth Advisors, LLC, Royal Bank of Canada, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, BANK OF AMERICA CORP /DE/, RAYMOND JAMES FINANCIAL INC, Bank of New York Mellon Corp, and Cetera Investment Advisers. This page lists 323 institutional shareholders reporting positions in this security for the Q2 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.