Joel Greenblatt's HELO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 66,319 shares of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) worth $4.31 M, representing 0.02% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in HELO for several quarters, showing initial confidence in the investment.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +66,319 | New Buy | 66,319 | $59.68 |
Joel Greenblatt's JPMorgan Hedged Equity Laddered Overlay ETF Investment FAQs
Joel Greenblatt first purchased JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2025, acquiring 66,319 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for 3 quarters since Q1 2025.
Joel Greenblatt's largest addition to JPMorgan Hedged Equity Laddered Overlay ETF (HELO) was in Q1 2025, adding 66,319 shares worth $3.96 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 66,319 shares of JPMorgan Hedged Equity Laddered Overlay ETF (HELO), valued at approximately $4.31 M.
As of the Q3 2025 filing, JPMorgan Hedged Equity Laddered Overlay ETF (HELO) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) was 66,319 shares, as reported at the end of Q1 2025.