HELO
J P MORGAN EXCHANGE TRADED F$69.52 +0.27 (+0.39%)
Oct 27 4:00 PM ET · prev $69.25
1 year
+5.7%
from $65.79 · Oct 28
30 days
+0.3%
from $69.32
52-week range
$63.33–70.15
−1% from high · low Mar 30
Avg volume 20D
296.3K
shares / day
Short interest
258.6K
+99.6%
Days to cover
1.0
at average volume
New fund stakes
0
Q2 2026 13F · 1 exit
Filing reports
1
analyzed by SecBot
SecBot read BULLISH 1 report · 90 days
Balance 0 bearish · 1 bullish oldest → newest, height = score
Avg score
Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
No data for this timeframe.
- X Jul 31 Short interest falls 94.8% to 139.2K
- X Aug 14 Short interest falls 53.4% to 64.9K
- X Aug 31 Short interest jumps 126.5% to 147.0K
- X Oct 15 Short interest jumps 99.6% to 258.6K
Signal stack
Where each data set points today.
- InstitutionsBEARISH
Q2 2026: 5 added (0 new), 10 trimmed or exited.
- Short sellersBUILDING
Short interest +99.6% to 258.6K shares. 1.0 days to cover.
- TrendUPTREND
0% above its 50-day average.
Who's buying
13F· Q2 20260
new positions
1
exit
| Fund | Move | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | TRIM | $116.8M |
| AMERIPRISE FINANCIAL INC | ADD | $82.7M |
| OSAIC HOLDINGS, INC. | TRIM | $75.7M |
| Private Advisor Group, LLC | ADD | $28.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | $5.2M |
| Envestnet Portfolio Solutions, Inc. | TRIM | $3.0M |
| Orion Porfolio Solutions, LLC | TRIM | $3.0M |
| Integrated Wealth Concepts LLC | NEAR_EXIT | $2.7M |
Quarterly 13F filings are due 45 days after each quarter ends.
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Jul 15, 2026
Short interest
Short Interest: HELO up 1773% to 2.7M shares
Settlement 2026-07-15 | Days to cover: 11.21
Apr 17, 2026
Short interest
FTD: HELO — 7,491 shares ($0.5M) failed to deliver
Settlement: 20260417, Price: $66.81, FTD Value: $500,473.71, J P MORGAN EXCHANGE-TRADED FD
Mar 24, 2026
Short interest
FTD: HELO — 24,441 shares ($1.6M) failed to deliver
Settlement: 20260324, Price: $64.65, FTD Value: $1,580,110.65, J P MORGAN EXCHANGE-TRADED FD
Mar 23, 2026
Short interest
FTD: HELO — 43,340 shares ($2.8M) failed to deliver
Settlement: 20260323, Price: $64.28, FTD Value: $2,785,895.2, J P MORGAN EXCHANGE-TRADED FD
Mar 19, 2026
Short interest
FTD: HELO — 27,501 shares ($1.8M) failed to deliver
Settlement: 20260319, Price: $64.86, FTD Value: $1,783,714.86, J P MORGAN EXCHANGE-TRADED FD
Short side
FINRA· Oct 15, 2026258,564
shares short
+99.6%
vs prior settlement
1.0
days to cover
Recent activity
The latest filings, insider trades, analyst actions, press and options flow, newest first.
Oct 21, 2026 SEC
Four asset managers increased their positions in the JPMorgan Hedged Equity Laddered Overlay ETF (HELO) during Q3…
INST-CLUSTER · Impact 4/10
Jul 15, 2026 Short interest report
Short Interest: HELO up 1773% to 2.7M shares
Settlement 2026-07-15 | Days to cover: 11.21
Jun 30, 2026 Inst.
ENVESTNET ASSET MANAGEMENT INC · TRIM
1,727,596 shares ($116.8M)
Jun 30, 2026 Inst.
AMERIPRISE FINANCIAL INC · ADD
1,223,032 shares ($82.7M)
SecBot reports
1 filing · 1 bullish · 0 bearishAll HELO filing & press-release reports (1)
- INST-CLUSTER reportOct 21, 2026