Rockefeller Capital Management
HELO icon

Rockefeller Capital Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Rockefeller Capital 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
Q2 		– Sell
-10,100
Closed -$645K – 4797
2026
Q1 		$645K Buy
+10,100
New +$669K ﹤0.01% 1824

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Rockefeller Capital Management's HELO Position: Q2 2026 in Review

Rockefeller Capital Management sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026, closing a stake of 10,100 shares — an estimated $645K sold.

Rockefeller Capital Management first reported a position in HELO in Q1 2026 and held it in 1 quarter. The position peaked at $645K in Q1 2026. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Rockefeller Capital Management reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 10,100 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $645K.
  • Rockefeller Capital Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2026 and held it in 1 quarter.
  • Rockefeller Capital Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $645K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.