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

JSF Financial’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	$1.03M	Buy	15,234 +24	+0.2%	+$1.61K	0.16%	78
2026 Q1	$972K	Sell	15,210 -5	-0%	-$331	0.19%	72
2025 Q4	$1.01M	Buy	15,215 +51	+0.3%	+$3.35K	0.21%	67
2025 Q3	$986K	Buy	15,164 +5,030	+50%	+$321K	0.22%	69
2025 Q2	$634K	Buy	10,134 +1,819	+22%	+$110K	0.15%	79
2025 Q1	$496K	Buy	8,315 +12	+0.1%	+$744	0.13%	78
2024 Q4	$515K	Buy	8,303 +5,020	+153%	+$313K	0.14%	81
2024 Q3	$201K	Buy	+3,283	New	+$195K	0.06%	111

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

JSF Financial's HELO Position: Q2 2026 in Review

JSF Financial increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.16% in Q2 2026, buying an estimated $1.61K and bringing the position to 15,234 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #78.

JSF Financial first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

JSF Financial held 15,234 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.03M as of Q2 2026.
JSF Financial bought 24 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.61K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.16% of JSF Financial's portfolio in Q2 2026, its #78 holding.
JSF Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.