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

CUSIP: 46654Q724

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / HEDGED EQUITY LA
Total 13F shares
45,584,973
Share change
+556,187
Total reported value
$3,028,914,082
Price per share
$66.43
Number of holders
373
Value change
+$37,213,439
Number of buys
199
Number of sells
140

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 Q4 2025

As of 31 Dec 2025, J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) was held by 373 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 45,584,973 shares. The largest 10 holders included LPL Financial LLC, Forvis Mazars Wealth Advisors, LLC, BANK OF AMERICA CORP /DE/, Bank of New York Mellon Corp, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC, CGC Financial Services, LLC, and Legacy Financial Group LLC. This page lists 373 institutional shareholders reporting positions in this security for the Q4 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.