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Anfield Capital Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Anfield Capital Management’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
Q1 		$20.4K Hold
319
– – 0.01% 340
2025
Q4 		$21.2K Hold
319
– – 0.01% 257
2025
Q3 		$20.7K Buy
+319
New +$20.4K 0.01% 250

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Anfield Capital Management's HELO Position: Q1 2026 in Review

Anfield Capital Management held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q1 2026 at 319 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #340.

Anfield Capital Management first reported a position in HELO in Q3 2025 and has held it in 3 quarters since. The position peaked at $21.2K in Q4 2025. 385 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Anfield Capital Management held 319 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $20.4K as of Q1 2026.
  • Anfield Capital Management left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q1 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Anfield Capital Management's portfolio in Q1 2026, its #340 holding.
  • Anfield Capital Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 3 quarters since.
  • Anfield Capital Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $21.2K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.