Mayfair Advisory Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Mayfair Advisory Group’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 Q3	$1.7M	Buy	24,554 +207	+0.9%	+$14.3K	0.49%	40
2026 Q2	$1.65M	Sell	24,347 -1,520	-6%	-$102K	0.5%	40
2026 Q1	$1.65M	Sell	25,867 -3,773	-13%	-$250K	0.58%	35
2025 Q4	$1.97M	Buy	29,640 +2,107	+8%	+$138K	0.76%	31
2025 Q3	$1.79M	Buy	27,533 +813	+3%	+$51.9K	0.77%	33
2025 Q2	$1.7M	Buy	26,720 +3,777	+16%	+$228K	0.8%	33
2025 Q1	$1.37M	Buy	22,943 +5,312	+30%	+$329K	0.79%	26
2024 Q4	$1.09M	Buy	+17,631	New	+$1.1M	0.64%	33

Other funds holding HELO

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Mayfair Advisory Group's HELO Position: Q3 2026 in Review

Mayfair Advisory Group increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.85% in Q3 2026, buying an estimated $14.3K and bringing the position to 24,554 shares worth $1.7M. The position accounts for 0.49% of the portfolio, ranked #40.

Mayfair Advisory Group first reported a position in HELO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.97M in Q4 2025. 362 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Mayfair Advisory Group held 24,554 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.7M as of Q3 2026.
Mayfair Advisory Group bought 207 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $14.3K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.49% of Mayfair Advisory Group's portfolio in Q3 2026, its #40 holding.
Mayfair Advisory Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 8 quarters since.
Mayfair Advisory Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.97M in Q4 2025.
362 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.