JG
HELO icon

Joel Greenblatt’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Joel Greenblatt’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 		$4.48M Hold
66,319
– – 0.01% 966
2026
Q1 		$4.24M Hold
66,319
– – 0.01% 901
2025
Q4 		$4.41M Hold
66,319
– – 0.02% 844
2025
Q3 		$4.31M Hold
66,319
– – 0.02% 816
2025
Q2 		$4.15M Hold
66,319
– – 0.02% 719
2025
Q1 		$3.96M Buy
+66,319
New +$4.11M 0.03% 596

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

Joel Greenblatt's HELO Position: Q2 2026 in Review

Joel Greenblatt held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 66,319 shares worth $4.48M. The position accounts for 0.01% of the portfolio, ranked #966.

Joel Greenblatt first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Joel Greenblatt held 66,319 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $4.48M as of Q2 2026.
  • Joel Greenblatt left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #966 holding.
  • Joel Greenblatt first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.