HELO
Jpmorgan Hedged Equity Laddered Overlay ETFNYSE
Updated 1 day ago
Coverage limited
$69.89-0.13%
Close Oct 13, 2026
- Market cap
- —
- 1 month
- +1.2%
- 3 months
- +2.2%
- 1 year
- +8.7%
- 52-week range
- $63.33$70.15
- Dividend, last 12 mo
- $0.3936 · 0.56% yield
- Last ex-date
- Sep 22, 2026 · $0.0907
- Short interest
- 129.6K sharessettled Sep 30, 2026 · -22.0% since Sep 15, 2026 · FINRA
End-of-day close from stored market data, not a live quote.
Portfolio context
Sign in to see your position size
We’ll show you if HELO is in your portfolio and how much it contributes.
Sign inMarket context
Loading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
Smart money context
Holder IQ: MEDIUM
29 top institutions tracked
as of 2026-Q2 (filed 2026-09-23)
Last 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
Largest 13-F holders · Q2 2026
390 filers reported a long position in HELO for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| LPL Financial LLC | $244.3M | 3.6M | +4.5% |
| Forvis Mazars Wealth Advisors, LLC | $224.8M | 3.3M | +15% |
| Bank of New York Mellon Corp | $159.5M | 2.4M | +5.9% |
| BANK OF AMERICA CORP /DE/ | $157.5M | 2.3M | -3.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $127.7M | 1.9M | +9.5% |
| RAYMOND JAMES FINANCIAL INC | $126.8M | 1.9M | +2.5% |
| ENVESTNET ASSET MANAGEMENT INC | $116.8M | 1.7M | -32.6% |
| Cetera Investment Advisers | $113.5M | 1.7M | +6% |
| AMERIPRISE FINANCIAL INC | $82.7M | 1.2M | +25.2% |
| OSAIC HOLDINGS, INC. | $75.7M | 1.1M | -40.7% |
Get the Full Analysis for HELO
Unlock detailed insider transactions, institutional holder changes, factor exposures, and personalized alerts. Start free with your own portfolio.