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Public ownership evidence

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Ownership Disclosures

Read HELO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-296,080$362,854None
Corient Private Wealth LP2026-06-302026-08-2813,768$930,443None
Dakota Wealth Management2025-12-312026-08-277,961$528,880None
Dakota Wealth Management2026-03-312026-08-277,462$476,887None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2675,594$5,021,709None
Beacon Pointe Advisors, LLC2026-06-302026-08-1954,656$3,693,653None
Denver PWM, LLC2026-06-302026-08-199,271$650,377None
LARCH CAPITAL PARTNERS LLC2026-06-302026-08-1830,501$2,061,258None
WNY Asset Management, LLC2026-06-302026-08-1811,898$804,096None
Corient Private Wealth LP2026-06-302026-08-1813,768$930,443None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18523,484$35,370,420None
Equitable Holdings, Inc.2026-06-302026-08-1853,583$3,621,131None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-181,870$126,000None
Investors Portfolio Services LLC2026-06-302026-08-15128$8,617None
AMERIFLEX GROUP, INC.2026-06-302026-08-15159$10,745None
Modern Wealth Management, LLC2026-06-302026-08-158,483$573,281None
Advyzon Investment Management, LLC2026-06-302026-08-1535,206$2,379,218None
Milestone Investment Advisors LLC2026-06-302026-08-158,707$588,420None
Perennial Investment Advisors, LLC2026-06-302026-08-154,605$311,207None
Tradewinds, LLC.2026-06-302026-08-157,050$1,323,256None
Resurgent Financial Advisors LLC2026-06-302026-08-155,294$357,769None
AIRE ADVISORS, LLC2026-06-302026-08-15160,705$10,860,443None
NCM Capital Management, LLC2026-06-302026-08-1520,823$1,407,220None
Wick Capital Partners, LLC2026-06-302026-08-15175,600$11,867,048None
Ameritas Advisory Services, LLC2026-06-302026-08-1552,391$3,540,582None
Western Wealth Management, LLC2026-06-302026-08-1515,100$1,020,448None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-1524,882$1,681,527None
Foundations Investment Advisors, LLC2026-06-302026-08-1578,806$5,325,742None
IFG Advisory, LLC2026-06-302026-08-15702$47,448None
Wealth Advisors of Tampa Bay, LLC2026-06-302026-08-1564,374$4,350,409None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,014$136,097None
OSAIC HOLDINGS, INC.2026-06-302026-08-15242,444$16,384,369None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,876$329,506None
OSAIC HOLDINGS, INC.2026-06-302026-08-15870,684$58,853,371None
Betterment LLC2026-06-302026-08-154,353$294,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-1544,089$2,979,550None
Gallagher Fiduciary Advisors, LLC2026-06-302026-08-155,322$359,675None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-159,782$661,068None
Ancora Advisors LLC2026-06-302026-08-152,775$187,534None
Gotham Asset Management, LLC2026-06-302026-08-1566,319$4,481,838None
Waverly Advisors, LLC2026-06-302026-08-15159,599$10,785,700None
&PARTNERS2026-06-302026-08-15136,304$9,219,747None
SILVERCREST ASSET MANAGEMENT GROUP LLC2026-06-302026-08-1513,785$931,590None
Thrivent Financial for Lutherans2026-06-302026-08-15137,571$9,297,000None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15339$22,910None
AMERIPRISE FINANCIAL INC2026-06-302026-08-157,268$491,171None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,215,425$82,136,720None
Prosperity Bancshares Inc2026-06-302026-08-153,170$214,229None
Ausdal Financial Partners, Inc.2026-06-302026-08-154,019$271,604None
Ausdal Financial Partners, Inc.2026-06-302026-08-153,962$267,752None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Dakota Wealth Management ↗Dakota Wealth Management ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Beacon Pointe Advisors, LLC ↗Denver PWM, LLC ↗LARCH CAPITAL PARTNERS LLC ↗WNY Asset Management, LLC ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.