HELO

Jpmorgan Hedged Equity Etf

Latest period2024 - Q4Total superinvestors34

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Carolyn Ham@Lionsbridge Wealth Management Llc
Recent Activity
Increased 20.21%
4%
$4.754M
76,632 shares@ 62.04 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 8.46%
0.48%
$4.666M
75,207 shares@ 62.04 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 12.48%
0.35%
$3.743M
60,336 shares@ 62.04 avg price
Jake Rue@Shore Point Advisors, Llc
Recent Activity
Increased 14.04%
1.48%
$2.746M
44,267 shares@ 62.05 avg price
Jessica Thayer@Unique Wealth, Llc
Recent Activity
Increased 63.42%
0.51%
$2.418M
38,980 shares@ 62.04 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 28.13%
0.23%
$2.173M
35,032 shares@ 62.04 avg price
John L. Smallwood@Smallwood Wealth Investment Management, Llc
Recent Activity
Increased 129.88%
0.93%
$1.358M
21,889 shares@ 62.05 avg price
Jeffrey Hanson@Breakwater Capital Group
Recent Activity
Increased 26.04%
0.17%
$815,082
13,138 shares@ 62.05 avg price
Moira B. Martin@Essex Savings Bank
Recent Activity
Increased 102.61%
0.14%
$530,437
8,550 shares@ 62.04 avg price
Greg Lowe@Lowe Wealth Advisors, Llc
Recent Activity
Increased 81.72%
0.04%
$93,122
1,501 shares@ 62.04 avg price