J P MORGAN EXCHANGE TRADED F (HELO): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in HELO. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
2
13F filers
Aggregate Value
$4.7M
Across holders
Last Price
$69.44
2026-10-19
Sector
—
GICS
Quarterly fund activity0 increased1 reduced4 exited
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 66K | $4.5M | 96.0% | 0.0% | Unchanged | +$0 | Q2 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 3K | $188K | 4.0% | 0.0% | Reduced | +$63K | Q2 2026 |
Recent insider activity
No Form 4 purchase or sale records in our coverage in the last 90 days.