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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Interchange Capital Partners's HELO Position: Q1 2026 in Review

Interchange Capital Partners opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026: 9,777 shares worth $583K. The stake represents 0.18% of the portfolio and ranks #123 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in HELO as recently as Q2 2025.

Interchange Capital Partners first reported a position in HELO in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.06M in Q2 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Interchange Capital Partners held 9,777 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $583K as of Q1 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Interchange Capital Partners position in Q1 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.18% of Interchange Capital Partners's portfolio in Q1 2026, its #123 holding.
  • Interchange Capital Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 4 quarters since.
  • Interchange Capital Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.06M in Q2 2025.
  • 384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.