Gotham Asset Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Gotham Asset 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	$4.48M	Hold	66,319	–	–	0.01%	966
2026 Q1	$4.24M	Hold	66,319	–	–	0.01%	901
2025 Q4	$4.41M	Hold	66,319	–	–	0.02%	844
2025 Q3	$4.31M	Hold	66,319	–	–	0.02%	816
2025 Q2	$4.15M	Hold	66,319	–	–	0.02%	719
2025 Q1	$3.96M	Buy	+66,319	New	+$4.11M	0.03%	596

Other funds holding HELO

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 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 $59.8B AUM 29.42% 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 22.96% 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

Gotham Asset Management's HELO Position: Q2 2026 in Review

Gotham Asset Management held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 66,319 shares worth $4.48M. The position accounts for 0.01% of the portfolio, ranked #966.

Gotham Asset Management first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Gotham Asset Management held 66,319 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $4.48M as of Q2 2026.
Gotham Asset Management 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 Gotham Asset Management's portfolio in Q2 2026, its #966 holding.
Gotham Asset Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

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