Jane Street’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Jane Street’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	–	Sell	-51,550	Closed	-$3.29M	–	12193
2026 Q1	$3.29M	Buy	+51,550	New	+$3.41M	﹤0.01%	4177
2025 Q4	–	Sell	-14,205	Closed	-$923K	–	11647
2025 Q3	$923K	Sell	14,205 -55,823	-80%	-$3.56M	﹤0.01%	6474
2025 Q2	$4.38M	Sell	70,028 -10,768	-13%	-$650K	﹤0.01%	3179
2025 Q1	$4.82M	Buy	80,796 +9,713	+14%	+$602K	﹤0.01%	2990
2024 Q4	$4.41M	Buy	71,083 +11,228	+19%	+$699K	﹤0.01%	2837
2024 Q3	$3.66M	Sell	59,855 -20,876	-26%	-$1.24M	﹤0.01%	3380
2024 Q2	$4.73M	Sell	80,731 -72,281	-47%	-$4.09M	﹤0.01%	3045
2024 Q1	$8.56M	Buy	153,012 +54,552	+55%	+$2.97M	﹤0.01%	1979
2023 Q4	$5.21M	Sell	98,460 -98,067	-50%	-$5.03M	﹤0.01%	2790
2023 Q3	$9.8M	Buy	+196,527	New	+$9.79M	﹤0.01%	1800

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

Jane Street's HELO Position: Q2 2026 in Review

Jane Street sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026, closing a stake of 51,550 shares — an estimated $3.29M sold.

Jane Street first reported a position in HELO in Q3 2023 and held it in 10 quarters. The position peaked at $9.8M in Q3 2023. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Jane Street reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
Jane Street sold 51,550 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $3.29M.
Jane Street first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2023 and held it in 10 quarters.
Jane Street's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $9.8M in Q3 2023.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Jane Street's 13F filing for Q2 2026, filed 14 Aug 2026.