Interchange Capital Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Interchange Capital Partners’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 Q3	$4.43M	Buy	63,990 +22,939	+56%	+$1.58M	0.74%	30
2026 Q2	$2.77M	Buy	41,051 +31,274	+320%	+$2.1M	0.52%	41
2026 Q1	$583K	Buy	+9,777	New	+$647K	0.18%	123
2025 Q3	–	Sell	-16,905	Closed	-$1.06M	–	367
2025 Q2	$1.06M	Buy	16,905 +4,389	+35%	+$265K	0.24%	83
2025 Q1	$747K	Buy	12,516 +2,569	+26%	+$159K	0.21%	97
2024 Q4	$617K	Buy	+9,947	New	+$619K	0.22%	114

Other funds holding HELO

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 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 $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Interchange Capital Partners's HELO Position: Q3 2026 in Review

Interchange Capital Partners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 56% in Q3 2026, buying an estimated $1.58M and bringing the position to 63,990 shares worth $4.43M. The position accounts for 0.74% of the portfolio, ranked #30.

Interchange Capital Partners first reported a position in HELO in Q4 2024 and has held it in 6 quarters since. 362 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Interchange Capital Partners held 63,990 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $4.43M as of Q3 2026.
Interchange Capital Partners bought 22,939 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $1.58M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.74% of Interchange Capital Partners's portfolio in Q3 2026, its #30 holding.
Interchange Capital Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 6 quarters since.
362 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.