Jim Simons’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Jim Simons’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	-4,621	Closed	-$295K	–	3374
2026 Q1	$295K	Sell	4,621 -7,279	-61%	-$482K	﹤0.01%	2795
2025 Q4	$791K	Sell	11,900 -23,820	-67%	-$1.56M	﹤0.01%	2384
2025 Q3	$2.32M	Buy	35,720 +220	+0.6%	+$14K	﹤0.01%	1972
2025 Q2	$2.22M	Buy	+35,500	New	+$2.14M	﹤0.01%	2043
2025 Q1	–	Sell	-42,456	Closed	-$2.63M	–	3609
2024 Q4	$2.63M	Sell	42,456 -12,444	-23%	-$775K	﹤0.01%	1868
2024 Q3	$3.36M	Buy	+54,900	New	+$3.25M	0.01%	1698

Other funds holding HELO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 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 $67.3B AUM 21.9% 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 22.9% 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

Jim Simons's HELO Position: Q2 2026 in Review

Jim Simons sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026, closing a stake of 4,621 shares — an estimated $295K sold.

Jim Simons first reported a position in HELO in Q3 2024 and held it in 6 quarters. The position peaked at $3.36M in Q3 2024. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Jim Simons reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
Jim Simons sold 4,621 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $295K.
Jim Simons first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and held it in 6 quarters.
Jim Simons's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.36M in Q3 2024.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.