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 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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Jim Simons's HELO Position: Q1 2026 in Review

Jim Simons reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 61% in Q1 2026, selling an estimated $482K and leaving 4,621 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2795.

Jim Simons first reported a position in HELO in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.36M in Q3 2024. 385 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Jim Simons held 4,621 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $295K as of Q1 2026.
Jim Simons sold 7,279 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $482K.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2795 holding.
Jim Simons first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 6 quarters since.
Jim Simons's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.36M in Q3 2024.
385 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.