HELO

Jpmorgan Hedged Equity Etf

Latest period2026 - Q1Total superinvestors383

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 383 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
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 8.45%
0.06%
$221.062M
3.459M shares@ 63.91 avg price
Nicole Conklin@Forvis Mazars Wealth Advisors, Llc
Recent Activity
Increased 9.76%
3.52%
$184.957M
2.894M shares@ 63.91 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 36.79%
0.05%
$163.883M
2.564M shares@ 63.92 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 9.31%
0.02%
$154.672M
2.42M shares@ 63.91 avg price
Andrew Weiser@Bank Of New York Mellon Corp
Recent Activity
Increased 10.06%
0.03%
$142.497M
2.23M shares@ 63.92 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -4.85%
0.18%
$120.704M
1.89M shares@ 63.88 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 5.09%
0.04%
$117.001M
1.831M shares@ 63.92 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -15.6%
0.23%
$109.421M
1.706M shares@ 64.14 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 70.84%
0.11%
$101.256M
1.584M shares@ 63.92 avg price
Denise Reinert@Cgc Financial Services, Llc
Recent Activity
Increased 0.18%
20.14%
$69.665M
1.09M shares@ 63.92 avg price

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