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 |
---|---|---|---|
Luciana Roditi@Evolution Wealth Advisors, Llc
| 0.28% | $1.655M 26,660 shares@ 62.1 avg price | New Position |
Sam Kirkpatrick@Mayfair Advisory Group, Llc
| 0.65% | $1.094M 17,631 shares@ 62.05 avg price | New Position |
Yolanda Johnson@Mechanics Bank Trust Department
| 0.08% | $573,870 9,250 shares@ 62.04 avg price | New Position |
Steven C. Merrell@Monterey Private Wealth, Inc.
| 0.08% | $227,315 3,664 shares@ 62.05 avg price | New Position |
Jennifer Street@Claro Advisors Llc
| 0.03% | $204,732 3,300 shares@ 62.04 avg price | New Position |
Steve Corless@Advisornet Financial, Inc
| 0.01% | $3,109 50 shares@ 62.18 avg price | New Position |