J.P. Morgan Exchange-Traded Fun

Historical 13F Holders

Symbol
HELO
CUSIP
46654Q724
All holders as of
Q2 2026
Type
Equity
Class
HEDGED EQUITY LA
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 46654Q724 since 12/18/2024, largest first.

Filer % of Class Filed
Forvis Mazars Wealth Advisors, LLC 13G 5.8% 8/11/2026
Event 6/30/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 34 8.41 M $583 M
2026 Q2 393 47.0 M $3.17 B
2026 Q1 387 48.7 M $3.11 B
2025 Q4 378 45.7 M $3.04 B
2025 Q3 349 44.3 M $2.88 B
2025 Q2 328 46.4 M $2.90 B
2025 Q1 302 38.5 M $2.29 B
2024 Q4 274 33.3 M $57.6 B
2024 Q3 207 23.4 M $1.43 B
2024 Q2 154 13.1 M $728 M
2024 Q1 102 5.91 M $331 M
2023 Q4 51 2.74 M $145 M
2023 Q3 6 541 k $27.0 M