Orrstown Financial Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Orrstown Financial 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
2026 Q2	$10.6M	Buy	156,248 +8,978	+6%	+$603K	1.57%	9
2026 Q1	$9.41M	Buy	147,270 +27,916	+23%	+$1.85M	1.58%	9
2025 Q4	$7.93M	Buy	119,354 +3,655	+3%	+$240K	1.32%	10
2025 Q3	$7.52M	Buy	115,699 +2,841	+3%	+$181K	1.29%	10
2025 Q2	$7.06M	Buy	112,858 +9,322	+9%	+$563K	1.49%	9
2025 Q1	$6.18M	Buy	103,536 +16,017	+18%	+$993K	1.47%	9
2024 Q4	$5.43M	Buy	87,519 +396	+0.5%	+$24.7K	1.46%	14
2024 Q3	$5.33M	Sell	87,123 -3,440	-4%	-$204K	1.57%	11
2024 Q2	$5.3M	Buy	90,563 +8,317	+10%	+$471K	2.8%	4
2024 Q1	$4.6M	Buy	82,246 +65,696	+397%	+$3.58M	2.56%	5
2023 Q4	$875K	Buy	+16,550	New	+$848K	0.7%	25

Other funds holding HELO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFS

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LAMC

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

OCWP

Owl Creek Wealth Partners Denver, Colorado $342M AUM

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

LWA

Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

Orrstown Financial Services's HELO Position: Q2 2026 in Review

Orrstown Financial Services increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 6.1% in Q2 2026, buying an estimated $603K and bringing the position to 156,248 shares worth $10.6M. The position accounts for 1.57% of the portfolio, ranked #9.

Orrstown Financial Services first reported a position in HELO in Q4 2023 and has held it in 11 quarters since. 98 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Orrstown Financial Services held 156,248 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $10.6M as of Q2 2026.
Orrstown Financial Services bought 8,978 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $603K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 1.57% of Orrstown Financial Services's portfolio in Q2 2026, its #9 holding.
Orrstown Financial Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 11 quarters since.
98 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.