Morgan Stanley
HELO icon

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

Morgan Stanley’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
15,175
+1,104
+8% +$74.1K ﹤0.01% 5197
2026
Q1 		$899K Buy
14,071
+11,355
+418% +$752K ﹤0.01% 5206
2025
Q4 		$180K Buy
2,716
+819
+43% +$53.8K ﹤0.01% 5966
2025
Q3 		$123K Buy
1,897
+55
+3% +$3.51K ﹤0.01% 6063
2025
Q2 		$115K Buy
1,842
+1,606
+681% +$96.9K ﹤0.01% 6078
2025
Q1 		$14.1K Buy
+236
New +$14.6K ﹤0.01% 6691
2024
Q4 		– Sell
-77
Closed -$4.71K – 8021
2024
Q3 		$4.71K Buy
+77
New +$4.56K ﹤0.01% 6929

Other funds holding HELO

LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley's HELO Position: Q2 2026 in Review

Morgan Stanley increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 7.8% in Q2 2026, buying an estimated $74.1K and bringing the position to 15,175 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #5197.

Morgan Stanley first reported a position in HELO in Q3 2024 and has held it in 7 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Morgan Stanley held 15,175 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.03M as of Q2 2026.
  • Morgan Stanley bought 1,104 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $74.1K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5197 holding.
  • Morgan Stanley first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 7 quarters since.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.