Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / HEDGED EQUITY LA
-
Total 13F shares
-
44,836,318
-
Share change
-
+556,187
-
Total reported value
-
$2,979,180,961
-
Price per share
-
$66.43
-
Number of holders
-
371
-
Value change
-
+$37,213,439
-
Number of buys
-
199
-
Number of sells
-
140
Institutional Holders of J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) as of Q4 2025
As of 31 Dec 2025,
J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) was held by
371 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
44,836,318 shares.
The largest 10 holders included
LPL Financial LLC, Forvis Mazars Wealth Advisors, LLC, BANK OF AMERICA CORP /DE/, Bank of New York Mellon Corp, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC, CGC Financial Services, LLC, and Legacy Financial Group LLC.
This page lists
371
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.