JWA
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JFS Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

JFS Wealth Advisors’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 		$9.13K Buy
+135
New +$9.07K ﹤0.01% 1049
2025
Q4 		– Sell
-2
Closed -$130 – 1944
2025
Q3 		$130 Buy
+2
New +$128 ﹤0.01% 1837

Other funds holding HELO

LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFS Wealth Advisors's HELO Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 135 shares worth $9.13K. The stake represents ﹤0.01% of the portfolio and ranks #1049 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in HELO as recently as Q3 2025.

JFS Wealth Advisors first reported a position in HELO in Q3 2025 and has held it in 2 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • JFS Wealth Advisors held 135 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $9.13K as of Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new JFS Wealth Advisors position in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1049 holding.
  • JFS Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 2 quarters since.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.