Jones Financial Companies
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Jones Financial Companies’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Jones Financial Companies’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 		$93.7K Buy
+1,478
New +$97.9K ﹤0.01% 2700
2025
Q1 		– Sell
-81
Closed -$5.03K – 3775
2024
Q4 		$5.03K Buy
+81
New +$5.04K ﹤0.01% 2753

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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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 $59.8B 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

Jones Financial Companies's HELO Position: Q1 2026 in Review

Jones Financial Companies opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026: 1,478 shares worth $93.7K. The stake represents ﹤0.01% of the portfolio and ranks #2700 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in HELO as recently as Q4 2024.

Jones Financial Companies first reported a position in HELO in Q4 2024 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Jones Financial Companies held 1,478 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $93.7K as of Q1 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Jones Financial Companies position in Q1 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2700 holding.
  • Jones Financial Companies first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 2 quarters since.
  • 384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.