Jpmorgan Hedged Equity Etf
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 34 superinvestors own shares of Jpmorgan Hedged Equity Etf (HELO), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Jpmorgan Hedged Equity Etf (HELO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Jpmorgan Hedged Equity Etf (HELO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Jpmorgan Hedged Equity Etf (HELO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Loni Adams@Daymark Wealth Partners, Llc
| 0.41% | $9.49M 152,966 shares@ 62.05 avg price | Decreased -18.41% |
Paul B Ordonio@Park Place Capital Corp
| 0.77% | $2.727M 43,949 shares@ 62.05 avg price | Decreased -52.37% |
Kevin Hixson@Financial Management Professionals, Inc.
| 0.34% | $2.676M 43,128 shares@ 62.04 avg price | Decreased -0.25% |
Dominick Zizzo@Ignite Planners, Llc
| 0.14% | $620,818 9,949 shares@ 62.41 avg price | Decreased -0.45% |
Michael McComb@Arkadios Wealth Advisors
| 0.03% | $450,021 7,254 shares@ 62.04 avg price | Decreased -3.2% |