JPMorgan Hedged Equity Laddered Overlay

HELO • ARCA

JPMorgan Hedged Equity Laddered Overlay is an exchange-traded fund on ARCA. As of Q3 2025, 340 institutional investors hold shares in this ETF, with total holdings valued at $2.8B. Advisor Group Holdings, Inc. is the largest holder with a position valued at $187.7M.

Overview

Overview of institutional ownership in HELO as of Q3 2025

All Institutions

Institutions: 340
Value Held: $2.8B
Shares Held: 42.5M
Avg Position: $8.1M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 3
Value Held: $7.4M
Shares Held: 113.8K
Avg Position: $2.5M
Median Position: $2.3M

Biggest Investors

Institutions with the largest positions in HELO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
A Advisor Group Holdings, Inc. Institution	-	$187.7M 0.26% of portfolio	2.9M shares	Q4 2023 Held for 1y 11m	$71.0B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$179.9M 0.05% of portfolio	2.8M shares	Q1 2024 Held for 1y 8m	$341.99B
L LPL Financial LLC Institution	-	$171.6M 0.05% of portfolio	2.6M shares	Q2 2024 Held for 1y 5m	$340.07B
BKD Wealth Advisors, LLC RIA/Wealth	Michael William Murray CEO	$155.6M 3.09% of portfolio	2.4M shares	Q2 2024 Held for 1y 5m	$5.0B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$133.5M 0.01% of portfolio	2.1M shares	Q1 2025 Held for 8 months	$1.33T
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	James Loren Cahn Chairman	$124.9M 0.19% of portfolio	1.9M shares	Q1 2024 Held for 1y 8m	$65.5B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$113.5M 0.02% of portfolio	1.7M shares	Q2 2025 Held for 5 months	$556.34B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$89.5M 0.03% of portfolio	1.4M shares	Q4 2024 Held for 11 months	$310.43B
C CGC Financial Services, LLC RIA/Wealth	Denise Louise Reinert COO	$70.6M 19.47% of portfolio	1.1M shares	Q4 2023 Held for 1y 11m	$362.6M
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$58.9M 0.07% of portfolio	905.4K shares	Q1 2024 Held for 1y 8m	$87.7B

Net Capital Flow

Institutional buying and selling activity for HELO in Q3 2025

Net Flow: −$88.8M
Buyers: 178
Sellers: 119
Total Bought: +$251.9M
Total Sold: −$340.8M
Avg Position: $8.5M

Biggest Buyers

Institution	Net Bought	Current Position
BANK OF AMERICA CORP /DE/ Institution	+$24.4M +375.9K shares	$133.5M 2.1M shares
Bank of New York Mellon Corp Institution	+$16.2M +248.7K shares	$113.5M 1.7M shares
L LPL Financial LLC Institution	+$16.1M +247.0K shares	$171.6M 2.6M shares
BKD Wealth Advisors, LLC RIA/Wealth	+$15.0M +230.3K shares	$155.6M 2.4M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$13.0M +200.6K shares	$179.9M 2.8M shares
Integrated Wealth Concepts LLC RIA/Wealth	+$11.6M +178.6K shares	$12.8M 197.0K shares
S STIFEL FINANCIAL CORP Long Only Manager	+$11.1M +170.8K shares	$28.2M 434.3K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	+$9.5M +145.6K shares	$124.9M 1.9M shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	+$8.5M +131.3K shares	$40.0M 615.8K shares
Private Advisor Group, LLC RIA/Wealth	+$8.5M +130.5K shares	$25.0M 385.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
R ROYAL BANK OF CANADA Institution	−$87.9M −1.4M shares	$30.0M 461.0K shares
Cetera Investment Advisers RIA/Wealth	−$43.5M −669.8K shares	$48.5M 745.9K shares
Dynasty Wealth Management, LLC Fund of Funds	−$38.1M −586.3K shares	$434.6K 6.7K shares
HighTower Advisors, LLC RIA/Wealth	−$21.0M −323.8K shares	$58.9M 905.4K shares
L Leo Wealth, LLC Institution	−$16.8M −267.9K shares	Sold Off 0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$13.9M −214.4K shares	$89.5M 1.4M shares
T TCG Advisory Services, LLC RIA/Wealth	−$13.1M −202.1K shares	$7.6M 117.3K shares
I Investment Planning Advisors, Inc. Institution	−$13.0M −199.3K shares	$266.2K 4.1K shares
A Advisor Group Holdings, Inc. Institution	−$7.2M −111.6K shares	$187.7M 2.9M shares
Redhawk Wealth Advisors, Inc. RIA/Wealth	−$7.2M −111.1K shares	$1.2M 18.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited HELO in Q3 2025

New Positions: 35
New Value: $52.4M
Exited Positions: 19
Exited Value: $36.2M

New Positions

Institution	Position Value
AMERIPRISE FINANCIAL INC Institution	$21.6M 332.9K shares
Summit Financial, LLC RIA/Wealth	$7.3M 111.9K shares
INTEGRITY ALLIANCE, LLC. RIA/Wealth	$6.2M 95.8K shares
Wealth Advisors of Tampa Bay, LLC RIA/Wealth	$4.2M 65.4K shares
Saxony Capital Management, LLC RIA/Wealth	$3.1M 47.7K shares
Krilogy Financial LLC RIA/Wealth	$1.3M 19.2K shares
Sequoia Financial Advisors, LLC RIA/Wealth	$1.2M 18.8K shares
Balentine LLC RIA/Wealth	$1.0M 15.6K shares
A4 Wealth Advisors LLC RIA/Wealth	$923.2K 14.2K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$637.4K 9.8K shares

Exited Positions

Institution	Previous Position
L Leo Wealth, LLC Institution	$16.8M 267.9K shares
Palumbo Wealth Management LLC RIA/Wealth	$5.3M 84.0K shares
Per Stirling Capital Management, LLC. RIA/Wealth	$4.4M 70.5K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$4.0M 63.1K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$2.0M 32.4K shares
Interchange Capital Partners, LLC RIA/Wealth	$1.1M 16.9K shares
H Hilltop Holdings Inc. Institution	$685.9K 11.0K shares
National Asset Management, Inc. RIA/Wealth	$368.8K 5.9K shares
WESPAC Advisors, LLC RIA/Wealth	$359.5K 5.7K shares
Hartland & Co., LLC RIA/Wealth	$325.7K 5.2K shares

Options Activity

Institutions with the largest Call and Put options positions in HELO as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with HELO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C CGC Financial Services, LLC RIA/Wealth	Denise Louise Reinert COO	19.47% $70.6M	1.1M shares	Q4 2023 Held for 1y 11m	$362.6M
C Campbell Deegan Wealth Management, LLC Institution	-	13.41% $15.0M	231.1K shares	Q4 2024 Held for 11 months	$112.0M
P PRAIRIEVIEW WEALTH PARTNERS, LLC Fund of Funds	Timothy Allen Regan CEO	6.70% $7.1M	109.8K shares	Q3 2024 Held for 1y 2m	$106.4M
Peterson Wealth Advisors, LLC RIA/Wealth	Scott Martin Peterson Managing Partner	6.13% $41.0M	630.3K shares	Q4 2023 Held for 1y 11m	$668.6M
HTG Investment Advisors, Inc. RIA/Wealth	Robin Ann Sherwood CEO	5.45% $16.2M	249.1K shares	Q4 2024 Held for 11 months	$297.2M
Legacy CG, LLC RIA/Wealth	Steven Gregg Wachs President	4.94% $16.3M	250.9K shares	Q3 2024 Held for 1y 2m	$330.4M
SK Wealth Management, LLC RIA/Wealth	Jason Eric Archambault CEO	4.43% $11.6M	178.5K shares	Q3 2024 Held for 1y 2m	$262.2M
Skyline Advisors, Inc. RIA/Wealth	Deka Bree Wiebusch Owner	4.22% $12.2M	188.3K shares	Q4 2024 Held for 11 months	$290.3M
Oak Wealth Advisors LLC RIA/Wealth	Michael Christopher Walther Managing Partner	4.04% $7.0M	106.9K shares	Q4 2024 Held for 11 months	$172.1M
C Carr Financial Group Corp Institution	-	3.74% $13.6M	209.0K shares	Q2 2024 Held for 1y 5m	$363.5M

Hedge Fund Spotlight

Discover hedge funds investing in HELO

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerDavid Allen Lippe

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan Hedged Equity Laddered Overlay

Market Value: $2.3M
Shares Held: 35.7K
Portfolio Weight: 0.00%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%