SB
HELO icon

Strategic Blueprint’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Strategic Blueprint’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
Q1 		$1.87M Buy
29,217
+9,674
+50% +$641K 0.11% 192
2025
Q4 		$1.3M Sell
19,543
-426
-2% -$28K 0.08% 237
2025
Q3 		$1.3M Sell
19,969
-3,128
-14% -$200K 0.06% 288
2025
Q2 		$1.45M Buy
23,097
+11,857
+105% +$716K 0.07% 240
2025
Q1 		$671K Buy
11,240
+6,640
+144% +$412K 0.04% 364
2024
Q4 		$285K Buy
+4,600
New +$286K 0.02% 536

Other funds holding HELO

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Strategic Blueprint's HELO Position: Q1 2026 in Review

Strategic Blueprint increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 50% in Q1 2026, buying an estimated $641K and bringing the position to 29,217 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #192.

Strategic Blueprint first reported a position in HELO in Q4 2024 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Strategic Blueprint held 29,217 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.87M as of Q1 2026.
  • Strategic Blueprint bought 9,674 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $641K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.11% of Strategic Blueprint's portfolio in Q1 2026, its #192 holding.
  • Strategic Blueprint first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 6 quarters since.
  • 384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.