NewEdge Advisors’s JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF HEQQ Stock Holding History

NewEdge Advisors’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
2026 Q1	–	Sell	-3,553	Closed	-$207K	–	4447
2025 Q4	$207K	Buy	+3,553	New	+$206K	﹤0.01%	2566

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

OMC

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

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

NewEdge Advisors's HEQQ Position: Q1 2026 in Review

NewEdge Advisors sold out of JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) in Q1 2026, closing a stake of 3,553 shares — an estimated $207K sold.

NewEdge Advisors first reported a position in HEQQ in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 7 funds tracked by Wall St. Rank hold HEQQ as of Q1 2026.

NewEdge Advisors reported no remaining JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 3,553 JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $207K.
NewEdge Advisors first reported a position in JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF in Q4 2025 and held it in 1 quarter.
NewEdge Advisors's JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF position peaked at $207K in Q4 2025.
7 funds tracked by Wall St. Rank held JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.