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Oak Harvest Investment Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Oak Harvest Investment Services’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
2025
Q2 		– Sell
-3,720
Closed -$222K – 164
2025
Q1 		$222K Hold
3,720
– – 0.03% 131
2024
Q4 		$231K Buy
+3,720
New +$232K 0.03% 142

Other funds holding HELO

Osaic Holdings
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Envestnet Asset Management
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LPL Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Oak Harvest Investment Services's HELO Position: Q2 2025 in Review

Oak Harvest Investment Services sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2025, closing a stake of 3,720 shares — an estimated $222K sold.

Oak Harvest Investment Services first reported a position in HELO in Q4 2024 and held it in 2 quarters. The position peaked at $231K in Q4 2024. 324 funds tracked by Wall St. Rank hold HELO as of Q2 2025.

  • Oak Harvest Investment Services reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2025 after selling out during the quarter.
  • Oak Harvest Investment Services sold 3,720 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2025, an estimated $222K.
  • Oak Harvest Investment Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and held it in 2 quarters.
  • Oak Harvest Investment Services's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $231K in Q4 2024.
  • 324 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2025.

Based on Oak Harvest Investment Services's 13F filing for Q2 2025, filed 8 Aug 2025.