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Seven Hills Financial, LLC’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Seven Hills Financial, LLC’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.51M Buy
+65,212
New +$4.49M 2.72% 8

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Seven Hills Financial, LLC's HELO Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q3 2026: 65,212 shares worth $4.51M. The stake represents 2.72% of the portfolio and ranks #8 among its holdings.

26 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

  • Seven Hills Financial, LLC held 65,212 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $4.51M as of Q3 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Seven Hills Financial, LLC position in Q3 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 2.72% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #8 holding.
  • 26 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.