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JPM HED Laddered Overlay ETF (HEQQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Koshinski Asset Management, Inc.
DECREASED
Shares21,025 from 21,402
Change-377 (-2%)
Value$1.3M (+$2.9K)
Filed 2026-10-29
Scheeler Financial LLC
NEW
Shares18,111
Change+18,111
Value$1.1M
Filed 2026-10-13
Brookstone Capital Management
UNCHANGED
Shares7,143 from 7,143
Change0 (0%)
Value$446.0K (+$8.8K)
Filed 2026-10-22
Chris Bulman Inc
UNCHANGED
Shares7,143 from 7,143
Change0 (0%)
Value$446.0K (+$8.8K)
Filed 2026-10-20
Congress Park Capital LLC
DECREASED
Shares5,681 from 5,781
Change-100 (-2%)
Value$354.7K (+$902)
Filed 2026-10-13
JPMorgan Chase & Co
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,860
Change-21,860 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,851
Change-1,851 (-100%)
Value—
Status
Koshinski Asset Management, Inc.
DECREASED21,02521,402-377-2%$1.3M$1.3M+$2.9K2026-10-29
Scheeler Financial LLC
NEW18,111—+18,111——$1.1M—2026-10-13
Brookstone Capital Management
UNCHANGED7,1437,14300%$437.2K$446.0K+$8.8K2026-10-22
Chris Bulman Inc
UNCHANGED7,1437,14300%$437.2K$446.0K+$8.8K2026-10-20
Congress Park Capital LLC
DECREASED5,6815,781-100-2%$353.8K$354.7K+$9022026-10-13
JPMorgan Chase & Co
N/A—400,000-400,000-100%$24.4M———
Susquehanna International Group, LLP
N/A—21,860-21,860-100%$1.3M———
UBS Group AG
N/A—1,851-1,851-100%$113.3K———
Showing 8 of 8 institutions