Guru Ownership Trend
Guru Analysis for JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
JPMorgan Hedged Equity Laddered Overlay ETF (HELO), a key player in the Market sector, continues to attract institutional attention.
As of Q2 2026, a total of 1 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.62 M.
Top institutional holders include Joel Greenblatt.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.46 M net outflow during the quarter.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
Major holders include Joel Greenblatt ($4.48 M). According to the latest reported data, 1 tracked investment managers collectively hold approximately 66,319 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.46 M, with 0 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 3 fully exited HELO. The total reported sell value was $1.46 M.
No tracked managers opened new positions or increased their holdings in HELO during the most recent reporting period.