Ken Griffin’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Ken Griffin’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	$1.81M	Buy	+28,397	New	+$1.88M	﹤0.01%	6283
2025 Q4	–	Sell	-11,799	Closed	-$767K	–	13220
2025 Q3	$767K	Sell	11,799 -27,986	-70%	-$1.79M	﹤0.01%	8127
2025 Q2	$2.49M	Buy	+39,785	New	+$2.4M	﹤0.01%	5313
2024 Q2	–	Sell	-4,442	Closed	-$249K	–	14742
2024 Q1	$249K	Buy	+4,442	New	+$242K	﹤0.01%	9875
2023 Q4	–	Sell	-199,982	Closed	-$9.97M	–	14688
2023 Q3	$9.97M	Buy	+199,982	New	+$9.97M	﹤0.01%	2693

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Ken Griffin's HELO Position: Q1 2026 in Review

Ken Griffin opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026: 28,397 shares worth $1.81M. The stake represents ﹤0.01% of the portfolio and ranks #6283 among its holdings. This is a return to the name: Ken Griffin previously reported a position in HELO as recently as Q3 2025.

Ken Griffin first reported a position in HELO in Q3 2023 and has held it in 5 quarters since. The position peaked at $9.97M in Q3 2023. 385 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Ken Griffin held 28,397 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.81M as of Q1 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Ken Griffin position in Q1 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #6283 holding.
Ken Griffin first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2023 and has held it in 5 quarters since.
Ken Griffin's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $9.97M in Q3 2023.
385 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.