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

Morgan Stanley’s Portfolio HEQQ Stock Details HEQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-100,000	Closed	-$5.35M	–	8441
2025 Q2	$5.35M	Hold	100,000	–	–	﹤0.01%	4013
2025 Q1	$4.93M	Buy	+100,000	New	+$4.95M	﹤0.01%	3941

Other funds holding HEQQ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's HEQQ Position: Q3 2025 in Review

Morgan Stanley sold out of JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) in Q3 2025, closing a stake of 100,000 shares — an estimated $5.35M sold.

Morgan Stanley first reported a position in HEQQ in Q1 2025 and held it in 2 quarters. The position peaked at $5.35M in Q2 2025. 5 funds tracked by Wall St. Rank hold HEQQ as of Q3 2025.

Morgan Stanley reported no remaining JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF position as of Q3 2025 after selling out during the quarter.
Morgan Stanley sold 100,000 JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF shares in Q3 2025, an estimated $5.35M.
Morgan Stanley first reported a position in JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF in Q1 2025 and held it in 2 quarters.
Morgan Stanley's JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF position peaked at $5.35M in Q2 2025.
5 funds tracked by Wall St. Rank held JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF as of Q3 2025.

Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.