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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.02%
0.11%
$53.881M
881,275 shares@ 61.14 avg price
Scott M. Peterson@Peterson Wealth Advisors, Llc
Recent Activity
Increased 7.68%
6.73%
$37.332M
598,273 shares@ 62.4 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
Increased 8.68%
2.45%
$12.945M
208,650 shares@ 62.04 avg price
Emma Seiler@Redhawk Wealth Advisors, Inc.
Recent Activity
Increased 6.16%
1.64%
$12.118M
195,320 shares@ 62.05 avg price
Lawrence Hansen@Capital Planning Advisors, Llc
Recent Activity
Increased 41.84%
1.62%
$10.48M
168,919 shares@ 62.05 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -18.41%
0.41%
$9.49M
152,966 shares@ 62.05 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 74.71%
0.23%
$6.557M
105,687 shares@ 62.04 avg price
Catherine Dunnam@Planned Solutions, Inc.
Recent Activity
Increased 26839.95%
2.42%
$5.983M
96,445 shares@ 62.05 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 107.35%
0.09%
$5.973M
96,273 shares@ 62.04 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Increased 32.48%
0.72%
$5.968M
96,191 shares@ 62.05 avg price