Jefferies Group's HELO Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 14,214 shares of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) worth $908,417, representing 0.01% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Jefferies Group 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
Jefferies Group'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 Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +14,214 | New Buy | 14,214 | $63.91 |
Jefferies Group's JPMorgan Hedged Equity Laddered Overlay ETF Investment FAQs
Jefferies Group first purchased JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026, acquiring 14,214 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for 1 quarters since Q1 2026.
Jefferies Group's largest addition to JPMorgan Hedged Equity Laddered Overlay ETF (HELO) was in Q1 2026, adding 14,214 shares worth $908,417.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 14,214 shares of JPMorgan Hedged Equity Laddered Overlay ETF (HELO), valued at approximately $908,417.
As of the Q1 2026 filing, JPMorgan Hedged Equity Laddered Overlay ETF (HELO) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) was 14,214 shares, as reported at the end of Q1 2026.