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 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

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

Interchange Capital Partners's HELO Position: Q2 2026 in Review

Interchange Capital Partners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 320% in Q2 2026, buying an estimated $2.1M and bringing the position to 41,051 shares worth $2.77M. The position accounts for 0.52% of the portfolio, ranked #41.

Interchange Capital Partners first reported a position in HELO in Q4 2024 and has held it in 5 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Interchange Capital Partners held 41,051 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.77M as of Q2 2026.
Interchange Capital Partners bought 31,274 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $2.1M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.52% of Interchange Capital Partners's portfolio in Q2 2026, its #41 holding.
Interchange Capital Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 5 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.