DHJJ Financial Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

DHJJ Financial Advisors’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	$1.01K	Hold	15	–	–	﹤0.01%	825
2026 Q1	$959	Hold	15	–	–	﹤0.01%	822
2025 Q4	$997	Hold	15	–	–	﹤0.01%	783
2025 Q3	$975	Hold	15	–	–	﹤0.01%	763
2025 Q2	$939	Hold	15	–	–	﹤0.01%	744
2025 Q1	$896	Hold	15	–	–	﹤0.01%	701
2024 Q4	$931	Hold	15	–	–	﹤0.01%	667
2024 Q3	$918	Buy	15 +13	+650%	+$770	﹤0.01%	650
2024 Q2	$118	Hold	2	–	–	﹤0.01%	781
2024 Q1	$112	Hold	2	–	–	﹤0.01%	769
2023 Q4	$106	Buy	+2	New	+$102	﹤0.01%	764

Other funds holding HELO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DHJJ Financial Advisors's HELO Position: Q2 2026 in Review

DHJJ Financial Advisors held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 15 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

DHJJ Financial Advisors first reported a position in HELO in Q4 2023 and has held it in 11 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

DHJJ Financial Advisors held 15 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.01K as of Q2 2026.
DHJJ Financial Advisors left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #825 holding.
DHJJ Financial Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 11 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.