Whipplewood Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Whipplewood Advisors’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	$79.4K	Sell	1,175 -4,027	-77%	-$270K	0.05%	123
2026 Q1	$332K	Buy	5,202 +105	+2%	+$6.95K	0.17%	99
2025 Q4	$339K	Buy	5,097 +1,057	+26%	+$69.4K	0.22%	98
2025 Q3	$263K	Hold	4,040	–	–	0.17%	108
2025 Q2	$253K	Sell	4,040 -59,289	-94%	-$3.58M	0.14%	145
2025 Q1	$171K	Buy	63,329 +60,506	+2,143%	+$3.75M	0.1%	174
2024 Q4	$175K	Buy	+2,823	New	+$176K	0.1%	174

Other funds holding HELO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Whipplewood Advisors's HELO Position: Q2 2026 in Review

Whipplewood Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 77% in Q2 2026, selling an estimated $270K and leaving 1,175 shares worth $79.4K. The position accounts for 0.05% of the portfolio, ranked #123.

Whipplewood Advisors first reported a position in HELO in Q4 2024 and has held it in 7 quarters since. The position peaked at $339K in Q4 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Whipplewood Advisors held 1,175 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $79.4K as of Q2 2026.
Whipplewood Advisors sold 4,027 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $270K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.05% of Whipplewood Advisors's portfolio in Q2 2026, its #123 holding.
Whipplewood Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $339K in Q4 2025.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.