13FBOX
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF · 13F 机构持仓分析
期权收益计算器 机构排行
J

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

HELO
持有机构数
388
机构合计市值 (Q2 2026)
$31.34亿
机构合计股数 (Q2 2026)
4,642.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+398.8万股
206 · 41 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-593.0万股
171 · 33 清仓 · ≈
⚖️ 净额
-194.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$31.34亿
持有机构数
388
新买入
41
加仓
165
减仓
138
清仓
33
持股不变
44
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LPL金融LPL Financial LLC
0.05%0.06%#222$2.44亿361.5万股$2.21亿345.9万股+15.6万股+4.52%加仓
Forvis玛泽财富顾问Forvis Mazars Wealth Advisors, LLC
3.75%3.51%#10$2.25亿332.7万股$1.85亿289.4万股+43.3万股+14.95%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.03%0.03%#269$1.60亿236.0万股$1.42亿223.0万股+13.1万股+5.86%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#310$1.58亿233.1万股$1.55亿242.0万股-9.0万股-3.70%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.21%0.24%#132$1.28亿186.8万股$1.09亿170.6万股+16.2万股+9.50%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.04%#249$1.27亿187.7万股$1.17亿183.1万股+4.6万股+2.50%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.04%#264$1.17亿172.8万股$1.64亿256.4万股-83.7万股-32.63%减仓
Cetera投资顾问Cetera Investment Advisers
0.1%0.11%#172$1.13亿167.9万股$1.01亿158.4万股+9.5万股+5.98%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.01%#287$8,265.1万122.3万股$6,241.2万97.7万股+24.6万股+25.23%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.09%0.18%#183$7,570.3万112.0万股$1.21亿189.0万股-77.0万股-40.73%减仓
HighTower顾问HighTower Advisors, LLC
0.07%0.07%#210$6,971.7万103.2万股$6,419.8万100.4万股+2.7万股+2.70%加仓
瑞银集团UBS Group AG
0.01%0.01%#318$5,937.0万87.9万股$5,875.3万91.9万股-4.1万股-4.44%减仓
Focus Partners财富Focus Partners Wealth
0.06%0.06%#219$5,572.1万82.5万股$4,989.2万78.1万股+4.4万股+5.62%加仓
RWA财富合伙人RWA WEALTH PARTNERS, LLC
0.49%0.5%#83$5,158.5万76.3万股$4,528.5万70.9万股+5.5万股+7.73%加仓
Peterson Wealth Advisors, LLC
5.85%6%#6$4,953.2万73.3万股$4,514.1万70.6万股+2.7万股+3.77%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.06%0.07%#217$4,695.2万69.5万股$4,789.4万74.9万股-5.5万股-7.29%减仓
CGC Financial Services, LLC
10.11%20.13%#3$4,493.7万66.5万股$6,966.5万109.0万股-42.5万股-39.00%减仓
Taylor Securities Services, Inc.
16.63%20.74%#1$4,088.9万60.5万股$4,442.1万69.5万股-9.0万股-12.95%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.08%0.08%#197$3,750.0万55.5万股$2,939.7万46.0万股+9.5万股+20.64%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.19%0.18%#137$3,537.0万52.3万股$2,872.1万44.9万股+7.5万股+16.63%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#332$3,416.1万50.5万股$3,267.7万51.1万股-5,830股-1.14%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#347$3,408.6万50.6万股$3,443.5万54.4万股-3.8万股-6.95%减仓
Cambridge Investment Research Advisors, Inc.
0.08%0.07%#199$3,307.5万48.9万股$2,602.1万40.7万股+8.2万股+20.21%加仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.03%#272$2,929.8万43.4万股$2,793.4万43.7万股-3,555股-0.81%减仓
Private Advisor集团Private Advisor Group, LLC
0.13%0.08%#159$2,800.0万41.4万股$1,687.3万26.4万股+15.0万股+56.93%加仓
巅峰联合PINNACLE ASSOCIATES LTD
0.28%0.2%#111$2,568.7万38.0万股$1,518.2万23.8万股+14.3万股+60.00%加仓
咨询服务网络Advisory Services Network, LLC
0.28%0.27%#110$2,515.0万37.2万股$2,023.5万31.7万股+5.6万股+17.54%加仓
Brookstone资本管理Brookstone Capital Management
0.24%0.22%#119$2,421.9万35.8万股$1,905.7万29.8万股+6.0万股+20.18%加仓
Garrett Wealth Advisory Group, LLC
3.2%3.32%#13$2,083.5万30.8万股$1,866.3万29.2万股+1.6万股+5.58%加仓
Joseph Group Capital Management
4.37%#8$2,078.8万30.8万股$00股+30.8万股新买入
Pinnacle Wealth Management Advisory Group, LLC
1.18%#41$1,980.5万29.3万股$00股+29.3万股新买入
Longview Financial Advisors LLC
9.65%9.26%#4$1,952.2万28.9万股$1,704.8万26.7万股+2.2万股+8.30%加仓
Campbell Deegan Wealth Management, LLC
12.92%13.55%#2$1,872.0万27.7万股$1,693.2万26.5万股+1.2万股+4.55%加仓
HTG Investment Advisors, Inc.
4.63%4.76%#7$1,804.6万26.7万股$1,671.5万26.2万股+5,480股+2.10%加仓
Carr Financial Group Corp
4.1%4.21%#9$1,782.5万26.4万股$1,596.1万25.0万股+1.4万股+5.62%加仓
中央信托CENTRAL TRUST Co
0.27%0.26%#114$1,510.3万22.3万股$1,299.0万20.3万股+2.0万股+9.95%加仓
Aspire Capital Advisors LLC
2.7%2.9%#18$1,387.7万20.5万股$1,289.9万20.2万股+3,509股+1.74%加仓
CARY STREET PARTNERS FINANCIAL LLC
0.3%0.35%#107$1,366.8万20.2万股$1,423.9万22.3万股-2.1万股-9.22%减仓
PATTEN & PATTEN INC/TN
0.72%0.82%#65$1,359.4万20.1万股$1,354.7万21.2万股-1.1万股-5.10%减仓
SignatureFD财富SIGNATUREFD, LLC
0.18%0.2%#140$1,333.0万19.7万股$1,328.3万20.8万股-1.1万股-5.10%减仓
WealthPlan Investment Management, LLC
0.66%0.72%#68$1,322.3万19.6万股$1,289.5万20.2万股-6,092股-3.02%减仓
NewEdge顾问NewEdge Advisors, LLC
0.04%0.05%#245$1,256.9万18.6万股$1,312.9万20.5万股-1.9万股-9.46%减仓
蓝泉财富管理Bluespring Wealth Management, LLC
0.24%#120$1,256.2万18.6万股$00股+18.6万股新买入
Crewe Advisors LLC
0.9%0.98%#57$1,241.9万18.4万股$1,148.3万18.0万股+4,089股+2.28%加仓
Wick Capital Partners, LLC
1.76%2.05%#30$1,186.7万17.6万股$1,122.4万17.6万股-21股-0.01%减仓
Owl Creek Wealth Partners LLC
3.44%3.8%#12$1,175.7万17.4万股$1,066.2万16.7万股+7,136股+4.28%加仓
Avidian Wealth Enterprises, LLC
0.33%0.34%#103$1,175.2万17.4万股$1,085.9万17.0万股+3,996股+2.35%加仓
MAI资本管理MAI Capital Management
0.04%0.05%#236$1,154.9万17.1万股$914.9万14.3万股+2.8万股+19.38%加仓
Allegheny Financial Group
1.21%1.01%#40$1,144.3万16.9万股$752.1万11.8万股+5.2万股+43.89%加仓
Avior Wealth Management, LLC
0.32%0.31%#104$1,102.0万17.2万股$1,102.0万17.2万股00.00%持仓不变

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