§ EQUITY
USDHELO
JPMORGAN HEDGED EQUITY ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
205 increased/new, 142 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 3.5M | 0.1% | +8% |
| Forvis Mazars Wealth Advisors, LLC | 2.9M | 3.5% | +10% |
| ENVESTNET ASSET MANAGEMENT INC | 2.6M | 0.0% | +37% |
| Bank of America Corp | 2.4M | 0.0% | +9% |
| Bank of New York Mellon Corp | 2.2M | 0.0% | +10% |
| OSAIC HOLDINGS, INC. | 1.9M | 0.2% | −5% |
◇ AC INTELLIGENCE
Top institutional owners for HELO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER83.4% · 348 holders
DEALER / BANK14.1% · 20 holders
QUALITY / COMPOUNDER2.0% · 3 holders
INCOME / DEFENSIVE0.4% · 4 holders
TACTICAL / MACRO0.1% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for HELO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention HELO yet.