HELO
JPMorgan Hedged Equity Laddered Overlay ETF · Financial Services · Asset Management
Momentum girdileri (karşılaştırılabilir yöneticiler): hissedar genişliği 0.0% · pay akışı -2.1% · net yeni pozisyonlar 0.0% · formül
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q4 2025
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.96M | $137.07M | n/a | −1 |
| Q2 2026 | 35 | -4 | 22.52M | $1.52B | +3 | −8 |
| Q1 2026 | 41 | +5 | 24.76M | $1.58B | +6 | −1 |
| Q4 2025 | 36 | 0 | 22.49M | $1.49B | +1 | −1 |
| Q3 2025 | 6 | 0 | 965.97K | $62.79M | n/a | n/a |
| Q2 2025 | 4 | +2 | 141.65K | $8.86M | +2 | n/a |
| Q1 2025 | 1 | 0 | 66.32K | $3.96M | +1 | −1 |
| Q4 2024 | 1 | 0 | 42.46K | $2.63M | n/a | n/a |
| Q3 2024 | 1 | +1 | 54.90K | $3.36M | +1 | n/a |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.19M | n/a | $211.88M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.21M | n/a | $147.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wealth Enhancement Advisory… | 2.02M | n/a | $135.39M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 2.03M | n/a | $134.58M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 5 | Osaic Holdings, Inc. | 1.99M | n/a | $131.94M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 6 | Envestnet Asset Management Inc | 1.87M | n/a | $124.54M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.74M | n/a | $115.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 960.22K | n/a | $63.79M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 927.43K | n/a | $61.61M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 896.78K | n/a | $59.57M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 771.72K | n/a | $50.54M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 740.64K | n/a | $49.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Commonwealth Equity Services, Llc | 696.93K | n/a | $46.30M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 498.24K | n/a | $33.10M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 492.24K | n/a | $32.70M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 16 | Stifel Financial Corp | 424.91K | n/a | $28.23M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 403.25K | -52.6% | $26.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | Mariner, LLC | 317.99K | n/a | $21.12M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 95.89K | n/a | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 66.32K | 0.0% | $4.41M | 0.0% | Held | 4 | SEC ↗ |
| 21 | Captrust Financial Advisors | 38.56K | n/a | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 27.54K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Truist Financial Corp | 19.63K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 11.90K | -66.7% | $790,517 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 10.10K | n/a | $671,010 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Cerity Partners LLC | 8.13K | n/a | $539,867 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 6.17K | n/a | $409,708 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 4.03K | Yeni | $267,514 | 0.0% | New | 1 | SEC ↗ |
| 29 | First Trust Advisors Lp | 3.29K | n/a | $218,554 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northern Trust Corp | 3.15K | n/a | $209,587 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 2.72K | +43.2% | $180,486 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Bank Of Montreal /Can/ | 1.92K | n/a | $127,307 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 776 | n/a | $51,550 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 644 | n/a | $42,781 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Cwm, Llc | 298 | n/a | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 274 | +34.3% | $18,153 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| AQR Capital Management | $267,514 | 0.0% |
Çıkıldı
| Citadel Advisors | $766,935 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 380 sahipler, 48.01M hisseler, $3.00B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.