HELO — JPMorgan Hedged Equity Laddered Overlay ETF
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2023-09-29.
Performance
Technicals
Dividends
Largest institutional holders
| manager | value | shares |
|---|---|---|
| LPL Financial LLC | 221.1M | 3.5M |
| Forvis Mazars Wealth Advisors, LLC | 185.0M | 2.9M |
| ENVESTNET ASSET MANAGEMENT INC | 163.9M | 2.6M |
| BANK OF AMERICA CORP /DE/ | 154.7M | 2.4M |
| Bank of New York Mellon Corp | 142.5M | 2.2M |
| OSAIC HOLDINGS, INC. | 120.7M | 1.9M |
| RAYMOND JAMES FINANCIAL INC | 117.0M | 1.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 109.4M | 1.7M |
| Cetera Investment Advisers | 101.3M | 1.6M |
| CGC Financial Services, LLC | 69.7M | 1.1M |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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