Cliff Asness's HELO Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 4,027 shares of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) worth $267,514, representing 0.00% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Cliff Asness has initiated a new position in HELO, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +4,027 | New Buy | 4,027 | $66.43 |
Cliff Asness's JPMorgan Hedged Equity Laddered Overlay ETF Investment FAQs
Cliff Asness first purchased JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2025, acquiring 4,027 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for 1 quarters since Q4 2025.
Cliff Asness's largest addition to JPMorgan Hedged Equity Laddered Overlay ETF (HELO) was in Q4 2025, adding 4,027 shares worth $267,514.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 4,027 shares of JPMorgan Hedged Equity Laddered Overlay ETF (HELO), valued at approximately $267,514.
As of the Q4 2025 filing, JPMorgan Hedged Equity Laddered Overlay ETF (HELO) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) was 4,027 shares, as reported at the end of Q4 2025.