HELO

JPMORGAN HEDGED EQUITY ETF

Data as of 2026 Q2 (06-30) · 13F snapshot

Summary

JPMORGAN HEDGED EQUITY ETF (HELO) is held as common stock by 1 tracked hedge-fund manager, with a combined reported value of ~$4.48M; the largest are Joel Greenblatt. This quarter: 2 closed. Data as of 2026 Q2, from public SEC 13F filings, delayed up to ~45 days.

Attention · LowThis quarter · Cooling

Common-stock holders1

Congress trades0

Price$69.19vs quarter-end+2.38%

Sectors0

This quarter's moves

New0

Added0

Trimmed / sold2

Top holder

Joel Greenblatt

Common-stock positions

PUT and CALL disclosures are excluded from these holder counts and values.

Joel GreenblattHold

Value $4.48M0.0% of portfolio66,3192026 Q2

Investor	Period	Value	Shares	% of portfolio	Action
Joel Greenblatt	2026 Q2	$4.48M	66,319	0.0%	Hold

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.