JPMorgan Hedged Equity Laddered (HELO) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling HELO?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for JPMorgan Hedged Equity Laddered, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on HELO?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for JPMorgan Hedged Equity Laddered.

Is institutional money flowing into HELO?

66 institutional investors hold JPMorgan Hedged Equity Laddered (HELO). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about HELO?

Track institutional sentiment and conviction scores for JPMorgan Hedged Equity Laddered (HELO) including Smart Money Verdict and position changes on HoldingsIntel.

JPMorgan Hedged Equity Laddered

HELO·46654Q724·US·etf·Unknown - Unknown

HEDGED EQUITY LA

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.

Holders

Avg rating(8 Elite)

$1.7B

Total Value

65% (70)

Fund Consensus

42 buying - 23 selling

Smart Money VerdictView all

63Mixed MomentumSingle Source

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See how HELO's score breaks down across 4 SEC sources

Held by 66 funds

8 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	3.2M(+20.8%)	$211.9M	0.1%	+6.97%	37
BANK OF AMERICA CORP /DE/	Increased	2.2M(+7.8%)	$147.1M	0.0%	+8.25%	33
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	2M(+5.2%)	$135.4M	0.2%	+9.52%	38
Bank of New York Mellon Corp	Increased	2M(+16.0%)	$134.6M	0.0%	+4.79%	35
OSAIC HOLDINGS, INC.	Decreased	2M(-31.4%)	$131.9M	0.2%	+10.75%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.9M(-32.3%)	$124.5M	0.0%	+10.02%	0
RAYMOND JAMES FINANCIAL INC	Increased	1.7M(+26.6%)	$115.7M	0.0%	+6.03%	37
HighTower Advisors, LLC	Increased	960,223(+6.0%)	$63.8M	0.1%	+9.79%	31
Cetera Investment Advisers	Increased	927,434(+24.3%)	$61.6M	0.1%	+8.50%	36
UBS Group AG	Increased	896,778(+30.7%)	$59.6M	0.0%	+7.04%	37
RWA WEALTH PARTNERS, LLC	Decreased	777,372(-8.3%)	$51.6M	0.6%	+6.36%	0
Focus Partners Wealth	Increased	771,724(+5.2%)	$50.5M	0.1%	+8.89%	31
AMERIPRISE FINANCIAL INC	Increased	740,645(+122.5%)	$49.2M	0.0%	+0.51%	47
COMMONWEALTH EQUITY SERVICES, LLC	Increased	696,926(+10.6%)	$46.3M	0.1%	+9.29%	32
MML INVESTORS SERVICES, LLC	Increased	498,241(+5.6%)	$33.1M	0.1%	+11.32%	31
ROYAL BANK OF CANADA	Increased	492,239(+6.8%)	$32.7M	0.0%	+6.20%	31
STIFEL FINANCIAL CORP	Decreased	424,907(-2.1%)	$28.2M	0.0%	+7.07%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	412,346(+94.9%)	$27.4M	0.2%	+3.73%	55
JPMORGAN CHASE & CO	Decreased	403,251(-5.1%)	$26.8M	0.0%	+7.29%	0
Private Advisor Group, LLC	Decreased	351,115(-8.9%)	$23.3M	0.1%	+7.02%	0
Mariner, LLC	Decreased	317,990(-13.6%)	$21.1M	0.0%	+10.03%	0
NewEdge Advisors, LLC	Increased	209,673(+58.9%)	$13.9M	0.1%	+3.39%	40
Integrated Wealth Concepts LLC	Increased	197,712(+0.3%)	$13.1M	0.2%	+2.56%	33
Waverly Advisors, LLC	Increased	158,434(+2.9%)	$10.5M	0.1%	+6.71%	29
&PARTNERS	Increased	151,946(+15.7%)	$10.1M	0.1%	+4.26%	32
Kestra Advisory Services, LLC	Increased	121,343(+41.4%)	$8.1M	0.0%	+4.29%	37
MAI Capital Management	Increased	106,053(+55.4%)	$7M	0.0%	+4.26%	39
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	95,886(+10.2%)	$6.4M	0.0%	+2.09%	30
Envestnet Portfolio Solutions, Inc.	Decreased	84,165(-31.2%)	$5.6M	0.0%	+8.18%	0
Beacon Pointe Advisors, LLC	Decreased	70,983(-6.2%)	$4.7M	0.0%	+11.18%	0
OneDigital Investment Advisors LLC	Increased	67,953(+831.3%)	$4.5M	0.0%	-0.50%	43
Gotham Asset Management, LLC	Unchanged	66,319	$4.4M	0.0%	+11.83%	0
Orion Porfolio Solutions, LLC	Decreased	64,899(-23.6%)	$4.3M	0.0%	+17.18%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	38,565(-19.3%)	$2.6M	0.0%	+11.36%	0
DAVENPORT & Co LLC	Increased	38,395(+6.1%)	$2.6M	0.0%	+7.34%	28
Equitable Holdings, Inc.	Decreased	36,037(-55.8%)	$2.4M	0.0%	+11.20%	0
Cresset Asset Management, LLC	Increased	31,715(+507.7%)	$2.1M	0.0%	-0.33%	42
AXXCESS WEALTH MANAGEMENT, LLC	Decreased	23,468(-15.1%)	$1.6M	0.0%	+10.91%	0
TRUIST FINANCIAL CORP	Increased	19,628(+20.1%)	$1.3M	0.0%	+6.95%	30
Steward Partners Investment Advisory, LLC	Increased	16,352(+14.9%)	$1.1M	0.0%	+4.63%	29
Sequoia Financial Advisors, LLC	Decreased	16,054(-14.7%)	$1.1M	0.0%	+2.17%	0
BENJAMIN EDWARDS INC	Unchanged	15,324	$1M	0.0%	+9.83%	0
SILVERCREST ASSET MANAGEMENT GROUP LLC	New	13,785	$915,738	0.0%	-0.81%	34
Corient Private Wealth LLC	New	13,768	$914,610	0.0%	-0.81%	34
Farther Finance Advisors, LLC	Decreased	12,247(-8.4%)	$813,559	0.0%	+10.75%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	11,900(-66.7%)	$790,517	0.0%	+6.33%	0
Sanctuary Advisors, LLC	Increased	10,620(+8.8%)	$705,483	0.0%	+8.58%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	10,101(+116.8%)	$671,010	0.0%	+4.86%	40
Cerity Partners LLC	Decreased	8,127(-3.8%)	$539,867	0.0%	+2.17%	0
Dynasty Wealth Management, LLC	Increased	6,692(+0.1%)	$444,561	0.0%	+7.33%	24
COMERICA BANK	Increased	6,535(+5.6%)	$434,120	0.0%	+9.97%	25
Pinnacle Financial Partners, Inc.	New	6,430	$427,145	0.0%	-0.81%	33
Creative Planning	Increased	6,168(+37.2%)	$409,708	0.0%	+7.28%	31
AE Wealth Management LLC	Increased	5,069(+20.9%)	$336,734	0.0%	+3.61%	28
Merit Financial Group, LLC	Increased	4,976(+17.5%)	$330,526	0.0%	+5.22%	27
AQR CAPITAL MANAGEMENT LLC	New	4,027	$267,514	0.0%	-0.81%	32
FIRST TRUST ADVISORS LP	Increased	3,290(+1.1%)	$218,554	0.0%	+11.68%	23
NORTHERN TRUST CORP	Unchanged	3,155	$209,587	0.0%	+2.17%	0
MORGAN STANLEY	Increased	2,716(+43.2%)	$180,486	0.0%	+4.44%	21
BANK OF MONTREAL /CAN/	Increased	1,916(+0.2%)	$127,307	0.0%	+6.40%	15
ASSETMARK, INC	Increased	776(+22.8%)	$51,550	0.0%	+5.57%	25
WELLS FARGO & COMPANY/MN	Decreased	644(-41.9%)	$42,781	0.0%	+7.27%	0
FMR LLC	Increased	274(+34.3%)	$18,153	0.0%	+2.27%	16
Aptus Capital Advisors, LLC	Unchanged	125	$8,304	0.0%	+11.33%	0
Allworth Financial LP	Unchanged	1	$67	0.0%	+6.42%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	1(-99.6%)	$66	0.0%	+2.17%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$923,325	0.0%	+24.36%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$1.1M	0.0%	+7.22%	0
US BANCORP \DE\	Exited	0(-100.0%)	$3,770	0.0%	+7.22%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$766,935	0.0%	+7.22%	0

JPMorgan Hedged Equity Laddered

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