Who Owns JP Morgan Hedged Equity Laddere (HELO)? -- Institutional Holders (2026-06-30)

216 institutions reported holding $1.02B of JP Morgan Hedged Equity Laddere (HELO) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($127.7M), ENVESTNET ASSET MANAGEMENT INC ($116.8M), Cambridge Investment Research Advisors, Inc. ($66.2M), COMMONWEALTH EQUITY SERVICES, LLC ($47.0M), CGC Financial Services, LLC ($44.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$127.7M1.9MAdded
2ENVESTNET ASSET MANAGEMENT INC$116.8M1.7MTrimmed
3Cambridge Investment Research Advisors, Inc.$66.2M978,846Added
4COMMONWEALTH EQUITY SERVICES, LLC$47.0M694,764Trimmed
5CGC Financial Services, LLC$44.9M664,952Trimmed
6Private Advisor Group, LLC$28.0M414,322Added
7PINNACLE ASSOCIATES LTD$25.7M380,100Added
8Brookstone Capital Management$24.2M358,377Added
9Garrett Wealth Advisory Group, LLC$20.8M308,308Added
10Longview Financial Advisors LLC$19.5M288,873Added
11Campbell Deegan Wealth Management, LLC$18.7M277,002Added
12CENTRAL TRUST Co$15.1M223,479Added
13CARY STREET PARTNERS FINANCIAL LLC$13.7M202,248Trimmed
14SIGNATUREFD, LLC$13.3M197,246Trimmed
15WealthPlan Investment Management, LLC$13.2M195,672Trimmed
16Crewe Advisors LLC$12.4M183,760Added
17Owl Creek Wealth Partners LLC$11.8M173,970Added
18Avidian Wealth Enterprises, LLC$11.8M173,900Added
19Avior Wealth Management, LLC$11.7M173,665Added
20Allegheny Financial Group$11.4M169,329Added
21Archford Capital Strategies, LLC$10.7M157,859Added
22ORRSTOWN FINANCIAL SERVICES INC$10.6M156,248Added
23DAYMARK WEALTH PARTNERS, LLC$10.3M152,116Added
24Curtis Advisory Group, LLC$10.2M151,272Added
25Lifelong Wealth Advisors, Inc.$10.1M149,775Added

Source: SEC Form 13F filings · as of 2026-06-30