HELO

Jpmorgan Hedged Equity Etf

Latest period2026 - Q2Total superinvestors38

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 38 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

SuperinvestorPortfolio %Reported Value
Denise Reinert@Cgc Financial Services, Llc
Recent Activity
Decreased -38.99%
10.11%
$44.937M
664,952 shares@ 67.59 avg price
Colleen Harrington@Longview Financial Advisors Llc
Recent Activity
Increased 8.3%
9.65%
$19.522M
288,873 shares@ 67.59 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
Increased 0.72%
0.31%
$11.736M
173,665 shares@ 67.59 avg price
Monica Balafoutas@Orrstown Financial Services Inc
Recent Activity
Increased 6.1%
1.57%
$10.559M
156,248 shares@ 67.59 avg price
Scott K Sprinkle@Sprinkle Financial Consultants Llc
Recent Activity
Increased 18.46%
3.2%
$8.132M
120,333 shares@ 67.58 avg price
Catherine Dunnam@Planned Solutions, Inc.
Recent Activity
Decreased -3%
2.07%
$7.203M
106,587 shares@ 67.58 avg price
Will Becker@Dedora Capital, Inc.
Recent Activity
Increased 16.86%
1.3%
$5.947M
88,005 shares@ 67.59 avg price
Lawrence Kellogg@Financial Management Professionals, Inc.
Recent Activity
Increased 7.62%
0.47%
$4.939M
73,079 shares@ 67.59 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Decreased -30.88%
0.36%
$4.279M
63,317 shares@ 67.59 avg price
Raymond P. Dean@Harbor Investment Advisory, Llc
Recent Activity
Decreased -0.98%
0.24%
$3.341M
49,442 shares@ 67.58 avg price

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