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Get Institutions for : 
Jpmorgan Hedged Equity Laddered Overlay Etf (HELO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    39
Total shares held : 
2,709,284  
% of shares held : 
30.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  37  
Amount of shares held : 
2,150,524  
% of shares held change : 
  23.89%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 2,564,773
 94.67%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
4
 17,795
 0.66%
 
Decreased Positions :
2
-107,267
-3.96%
 
Closed Positions :
3
-306,982
-11.33%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Argent Advisors Inc. 140 *Closed 2024-03-31 0 $0 -50,201
   CITADEL ADVISORS LLC 6377 *Closed 2023-12-31 0 $0 -199,982
   Ameritas Advisory Services LLC 810 *Closed 2023-12-31 0 $0 -7,000

  3 Records found
  1    
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