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First Horizon Corporation’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

First Horizon Corporation’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
2025
Q4 		– Sell
-740
Closed -$48.1K – 1507
2025
Q3 		$48.1K Buy
+740
New +$47.3K ﹤0.01% 624

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First Horizon Corporation's HELO Position: Q4 2025 in Review

First Horizon Corporation sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2025, closing a stake of 740 shares — an estimated $48.1K sold.

First Horizon Corporation first reported a position in HELO in Q3 2025 and held it in 1 quarter. The position peaked at $48.1K in Q3 2025. 376 funds tracked by Wall St. Rank hold HELO as of Q4 2025.

  • First Horizon Corporation reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q4 2025 after selling out during the quarter.
  • First Horizon Corporation sold 740 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2025, an estimated $48.1K.
  • First Horizon Corporation first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and held it in 1 quarter.
  • First Horizon Corporation's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $48.1K in Q3 2025.
  • 376 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2025.

Based on First Horizon Corporation's 13F filing for Q4 2025, filed 27 Jan 2026.