HELO (JPMorgan Hedged Equity Laddered) is held by 66 institutional investors as of Q4 2025. Largest holders: LPL Financial LLC ($211.9M), BANK OF AMERICA CORP /DE/ ($147.1M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($135.4M). Net institutional sentiment: Mixed.
See how HELO's score breaks down across 4 SEC sources
No recent insider, activist, or congressional trades found for this stock
Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer