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WhitTier Trust Company’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

WhitTier Trust 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 		$269K Hold
3,960
– – 0.01% 475
2026
Q1 		$255K Buy
+3,960
New +$262K 0.01% 466

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Bank of America
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Wealth Enhancement Advisory Services
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WhitTier Trust Company's HELO Position: Q2 2026 in Review

WhitTier Trust Company held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 3,960 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #475.

WhitTier Trust Company first reported a position in HELO in Q1 2026 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • WhitTier Trust Company held 3,960 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $269K as of Q2 2026.
  • WhitTier Trust Company left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #475 holding.
  • WhitTier Trust Company first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2026 and has held it in 2 quarters since.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.