Jane Street
HELO icon

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
Q1 		$3.29M Buy
+51,550
New +$3.41M ﹤0.01% 4177
2025
Q4 		– Sell
-14,205
Closed -$923K – 11713
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 0.02% 1800

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $376B 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 $59.6B 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