UBS Group
HEQQ

UBS Group’s JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF HEQQ Stock Holding History

UBS Group’s Portfolio HEQQ Stock Details HEQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$113K Sell
1,851
-300
-14% -$18K ﹤0.01% 7118
2026
Q1 		$121K Buy
2,151
+1,851
+617% +$108K ﹤0.01% 6908
2025
Q4 		$17.5K Buy
300
+183
+156% +$10.6K ﹤0.01% 7879
2025
Q3 		$6.69K Buy
+117
New +$6.44K ﹤0.01% 8768

Other funds holding HEQQ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

UBS Group's HEQQ Position: Q2 2026 in Review

UBS Group reduced its JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) stake by 14% in Q2 2026, selling an estimated $18K and leaving 1,851 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #7118.

UBS Group first reported a position in HEQQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $121K in Q1 2026. 7 funds tracked by Wall St. Rank hold HEQQ as of Q2 2026.

  • UBS Group held 1,851 shares of JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF worth $113K as of Q2 2026.
  • UBS Group sold 300 JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $18K.
  • JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7118 holding.
  • UBS Group first reported a position in JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • UBS Group's JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF position peaked at $121K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.