Bank of America
HELO icon

Bank of America’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bank of America’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 		$155M Buy
2,420,158
+206,013
+9% +$13.6M 0.01% 860
2025
Q4 		$147M Buy
2,214,145
+161,015
+8% +$10.6M 0.01% 889
2025
Q3 		$133M Buy
2,053,130
+375,879
+22% +$24M 0.01% 1034
2025
Q2 		$105M Buy
1,677,251
+334,184
+25% +$20.2M 0.01% 1115
2025
Q1 		$80.2M Buy
+1,343,067
New +$83.3M 0.01% 1238
2024
Q2 		– Sell
-185
Closed -$10.4K – 8303
2024
Q1 		$10.4K Buy
+185
New +$10.1K ﹤0.01% 6882

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $94B AUM 20.14% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America's HELO Position: Q1 2026 in Review

Bank of America increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 9.3% in Q1 2026, buying an estimated $13.6M and bringing the position to 2,420,158 shares worth $155M. The position accounts for 0.01% of the portfolio, ranked #860.

Bank of America first reported a position in HELO in Q1 2024 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Bank of America held 2,420,158 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $155M as of Q1 2026.
  • Bank of America bought 206,013 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $13.6M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Bank of America's portfolio in Q1 2026, its #860 holding.
  • Bank of America first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 6 quarters since.
  • 384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.