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Oppenheimer & Co’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Oppenheimer & Co’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 		$2.11M Buy
31,241
+4,528
+17% +$304K 0.02% 627
2026
Q1 		$1.71M Sell
26,713
-2,357
-8% -$156K 0.02% 650
2025
Q4 		$1.93M Sell
29,070
-79,371
-73% -$5.21M 0.03% 555
2025
Q3 		$7.05M Buy
108,441
+10,481
+11% +$669K 0.09% 246
2025
Q2 		$6.13M Buy
97,960
+16,493
+20% +$995K 0.08% 265
2025
Q1 		$4.86M Buy
+81,467
New +$5.05M 0.07% 296

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

Oppenheimer & Co's HELO Position: Q2 2026 in Review

Oppenheimer & Co increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 17% in Q2 2026, buying an estimated $304K and bringing the position to 31,241 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #627.

Oppenheimer & Co first reported a position in HELO in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.05M in Q3 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Oppenheimer & Co held 31,241 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.11M as of Q2 2026.
  • Oppenheimer & Co bought 4,528 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $304K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of Oppenheimer & Co's portfolio in Q2 2026, its #627 holding.
  • Oppenheimer & Co first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 6 quarters since.
  • Oppenheimer & Co's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $7.05M in Q3 2025.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.