ETF · 46654Q724

HELO

ETF
J P MORGAN EXCHANGE TRADED F
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···Share
Holders (tracked)
2
Combined shares
15,927
Combined value
$1.06M
Last close
$67.12
Quarter
2025Q4
Price · 1Y$67.12+9.50 (+16.49%)H $67.20 · L $57.30 · Avg Vol 332K
$58.00$60.00$62.00$64.00$66.00VolJul 25Oct 25Jan 26Apr 26
Tracked holders · last 8 quarters
Flat over the last 7 quarters.
212023Q32025Q4
Filing-implied avg cost: $66.43 · live $67.12

Who owns HELO

2 super-investors · 2025Q4
Tracked stake
15.9K
shares
Combined value
$1M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New1Trim1
#ManagerSharesValue
1Renaissance Technologies11.9K$791K
2AQR Capital Management4.0K$268K

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.
New positions1
Added to0
—
Trimmed1
Exited1

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2023Q3
1
$10.0M
2024Q1
1
$249K
2024Q3
1
$3.4M
2024Q4
1
$2.6M
2025Q2
2
$4.7M
2025Q3
2
$3.1M
2025Q4
2
$1.1M