Stock Ownership/HELO

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
1
13F filers
Aggregate Value
$4.5M
Across holders
Last Price
$69.30
2026-08-24
Sector
—
GICS
Quarterly fund activity0 increased0 reduced4 exited
Full exits: AQR CAPITAL MANAGEMENT LLC, RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, Rockefeller Capital Management L.P.
Institutional Holders of HELO
↗
1 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund66K$4.5M100.0%0.0%Unchanged+$0Q2 2026
Gotham Asset Management, LLCUnchanged
Hedge Fund
$4.5M· 100.0% of total· 0.0% port· 66K sh· +$0 QoQ· Q2 2026
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