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Tower Trust & Investment Company’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Tower Trust & Investment Company’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 		$4.12K Buy
+61
New +$4.1K ﹤0.01% 202

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CFS
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PAG
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BCM
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LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Tower Trust & Investment Company's HELO Position: Q2 2026 in Review

Tower Trust & Investment Company opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 61 shares worth $4.12K. The stake represents ﹤0.01% of the portfolio and ranks #202 among its holdings.

188 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Tower Trust & Investment Company held 61 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $4.12K as of Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Tower Trust & Investment Company position in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Tower Trust & Investment Company's portfolio in Q2 2026, its #202 holding.
  • 188 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.