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
John L. Smallwood@Smallwood Wealth Investment Management, Llc
Recent Activity
Increased 129.88%
0.93%
$1.358M
21,889 shares@ 62.05 avg price
Sam Kirkpatrick@Mayfair Advisory Group, Llc
Recent Activity
New Position
0.65%
$1.094M
17,631 shares@ 62.05 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
0.02%
$823,000
13,265 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
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
Decreased -0.45%
0.14%
$620,818
9,949 shares@ 62.41 avg price
Yolanda Johnson@Mechanics Bank Trust Department
Recent Activity
New Position
0.08%
$573,870
9,250 shares@ 62.04 avg price
Moira B. Martin@Essex Savings Bank
Recent Activity
Increased 102.61%
0.14%
$530,437
8,550 shares@ 62.04 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -3.2%
0.03%
$450,021
7,254 shares@ 62.04 avg price
Steven C. Merrell@Monterey Private Wealth, Inc.
Recent Activity
New Position
0.08%
$227,315
3,664 shares@ 62.05 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
New Position
0.03%
$204,732
3,300 shares@ 62.04 avg price