Morse Asset Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Morse Asset Management’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	$1.62K	Hold	25	–	–	﹤0.01%	365
2025 Q4	$1.68K	Hold	25	–	–	﹤0.01%	355
2025 Q3	$1.64K	Hold	25	–	–	﹤0.01%	335
2025 Q2	$1.58K	Hold	25	–	–	﹤0.01%	334
2025 Q1	$1.5K	Hold	25	–	–	﹤0.01%	312
2024 Q4	$1.56K	Hold	25	–	–	﹤0.01%	302
2024 Q3	$1.53K	Buy	+25	New	+$1.48K	﹤0.01%	311

Other funds holding HELO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $544B AUM 28.31% 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 $94B AUM 20.14% 1-Year Est. Return

CFS

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

Morse Asset Management's HELO Position: Q1 2026 in Review

Morse Asset Management held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q1 2026 at 25 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Morse Asset Management first reported a position in HELO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.68K in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Morse Asset Management held 25 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.62K as of Q1 2026.
Morse Asset Management left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q1 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Morse Asset Management's portfolio in Q1 2026, its #365 holding.
Morse Asset Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 7 quarters since.
Morse Asset Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.68K in Q4 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.