JP Morgan Chase’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

JP Morgan Chase’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	$34.1M	Sell	505,952 -37,792	-7%	-$2.54M	﹤0.01%	1768
2026 Q1	$34.4M	Buy	543,744 +140,493	+35%	+$9.3M	﹤0.01%	1638
2025 Q4	$26.8M	Sell	403,251 -21,766	-5%	-$1.43M	﹤0.01%	1830
2025 Q3	$27.6M	Sell	425,017 -919	-0.2%	-$58.7K	﹤0.01%	1837
2025 Q2	$26.7M	Buy	425,936 +20,827	+5%	+$1.26M	﹤0.01%	1744
2025 Q1	$24.2M	Sell	405,109 -956,147	-70%	-$59.3M	﹤0.01%	1767
2024 Q4	$84.5M	Buy	1,361,256 +1,018,000	+297%	+$63.4M	0.01%	1025
2024 Q3	$21M	Buy	343,256 +89,742	+35%	+$5.32M	﹤0.01%	1951
2024 Q2	$14.8M	Buy	253,514 +26,269	+12%	+$1.49M	﹤0.01%	2116
2024 Q1	$12.7M	Buy	+227,245	New	+$12.4M	﹤0.01%	2269
2023 Q4	–	Sell	-100,000	Closed	-$4.98M	–	7666
2023 Q3	$4.98M	Buy	+100,000	New	+$4.98M	﹤0.01%	2848

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

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 $59.8B AUM 29.42% 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 22.96% 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

JP Morgan Chase's HELO Position: Q2 2026 in Review

JP Morgan Chase reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 7% in Q2 2026, selling an estimated $2.54M and leaving 505,952 shares worth $34.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

JP Morgan Chase first reported a position in HELO in Q3 2023 and has held it in 11 quarters since. The position peaked at $84.5M in Q4 2024. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

JP Morgan Chase held 505,952 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $34.1M as of Q2 2026.
JP Morgan Chase sold 37,792 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $2.54M.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1768 holding.
JP Morgan Chase first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2023 and has held it in 11 quarters since.
JP Morgan Chase's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $84.5M in Q4 2024.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.