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
Q2 		$158M Sell
2,330,627
-89,531
-4% -$6.01M 0.01% 910
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 $445B AUM 25.58% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America's HELO Position: Q2 2026 in Review

Bank of America reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 3.7% in Q2 2026, selling an estimated $6.01M and leaving 2,330,627 shares worth $158M. The position accounts for 0.01% of the portfolio, ranked #910.

Bank of America first reported a position in HELO in Q1 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Bank of America held 2,330,627 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $158M as of Q2 2026.
  • Bank of America sold 89,531 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $6.01M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Bank of America's portfolio in Q2 2026, its #910 holding.
  • Bank of America first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 7 quarters since.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.