Who Owns JPMorgan Hedged Equity Laddered Overlay ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in JPMorgan Hedged Equity Laddered Overlay ETF.
Who crossed 5% of HELO →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Peterson Wealth Advisors, LLCHEDG EQU LAD ETF769K shadded | $53.2M |
| Apella Capital, LLCHEDG EQU LAD ETF265.3K sh— | $18.5M |
| Avidian Wealth Enterprises, LLCHEDG EQU LAD ETF147.5K shtrimmed | $10.2M |
| Sprinkle Financial Consultants LLCHEDG EQU LAD ETF145K shadded | $10M |
| Cooper Financial GroupHEDG EQU LAD ETF63K shtrimmed | $4.4M |
| Sincerus Advisory, LLCHEDG EQU LAD ETF51.6K shadded | $3.6M |
| YHB Investment Advisors, Inc.HEDG EQU LAD ETF28.9K shtrimmed | $2M |
| Farther Finance Advisors, LLCETF18.3K shadded | $1.3M |
| BAKER TILLY WEALTH MANAGEMENT, LLCHEDG EQU LAD ETF17.3K shadded | $1.2M |
| Breakwater Capital GroupHEDG EQU LAD ETF13.6K shadded | $938.9K |
| AVAII WEALTH MANAGEMENT, LLCHEDG EQU LAD ETF10.7K shadded | $739.3K |
| CoreCap Advisors, LLCETF9.5K shadded | $656.4K |
| Balefire, LLCHEDG EQU LAD ETF6.2K sh— | $426.5K |
| Athena Wealth Management, LLCHEDG EQU LAD ETF4.2K shtrimmed | $287.3K |
| Capital Advisors Wealth Management, LLCHEDG EQU LAD ETF3.9K shadded | $267.2K |
| Castle Rock Wealth Management, LLCHEDG EQU LAD ETF3.4K shadded | $241K |
| Atlas Brown,Inc.ETF3.2K sh— | $220.7K |
| GILPIN WEALTH MANAGEMENT, LLCHEDG EQU LAD ETF1.7K shadded | $117K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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