JP Morgan Chase
HELO icon

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
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 – 7676
2023
Q3 		$4.98M Buy
+100,000
New +$4.98M ﹤0.01% 2848

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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 $59.6B 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