AQR Capital Management
HELO icon

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

AQR 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 		$257K Hold
4,027
– – ﹤0.01% 3484
2025
Q4 		$268K Buy
+4,027
New +$264K ﹤0.01% 3221

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CFS
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AQR Capital Management's HELO Position: Q1 2026 in Review

AQR Capital Management held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q1 2026 at 4,027 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #3484.

AQR Capital Management first reported a position in HELO in Q4 2025 and has held it in 2 quarters since. The position peaked at $268K in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • AQR Capital Management held 4,027 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $257K as of Q1 2026.
  • AQR 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 AQR Capital Management's portfolio in Q1 2026, its #3484 holding.
  • AQR Capital Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 2 quarters since.
  • AQR Capital Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $268K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on AQR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.