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
Q2 		– Sell
-4,027
Closed -$257K – 3930
2026
Q1 		$257K Hold
4,027
– – ﹤0.01% 3484
2025
Q4 		$268K Buy
+4,027
New +$264K ﹤0.01% 3221

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AQR Capital Management's HELO Position: Q2 2026 in Review

AQR Capital Management sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026, closing a stake of 4,027 shares — an estimated $257K sold.

AQR Capital Management first reported a position in HELO in Q4 2025 and held it in 2 quarters. The position peaked at $268K in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • AQR Capital Management reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
  • AQR Capital Management sold 4,027 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $257K.
  • AQR Capital Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and held it in 2 quarters.
  • AQR Capital Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $268K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.