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HELO

9 quarters

Position history for Royal Bank of CanadaRoyal Bank of Canada's holdings in JPMORGAN HEDGED EQUITY ETF

Yes. Royal Bank of Canada holds 505,473 shares of HELO (JPMorgan Hedged Equity ETF), worth $34.2M, as of its Q2 2026 13F filing. It reduced the position by 5,830 shares (-1.1%) from Q1 2026. Royal Bank of Canada has held HELO since Q2 2024, across 9 quarterly 13F filings.

Current Value

$34.2M

Current Shares

505,473

Total Value Change

+$27.2M

Total Shares Change

+386,177

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
505,473
-1.1%
$34.2M0.0%$67.49
0
2026-Q1
Increased
511,303
+3.9%
$32.7M0.0%$63.73
30
2025-Q4
Increased
492,239
+6.8%
$32.7M0.0%$66.17
31
2025-Q3
Decreased
461,017
-74.6%
$30M0.0%$64.62
0
2025-Q2
Increased
1.8M
+293.7%
$113.5M0.0%$62.09
48
2025-Q1
Increased
460,701
+10.8%
$27.5M0.0%$59.12
32
2024-Q4
Increased
415,841
+34.4%
$25.8M0.0%$61.37
37
2024-Q3
Increased
309,338
+159.3%
$18.9M0.0%$60.33
46
2024-Q2
New
119,296
-
$7M0.0%$57.71
38

Other major holders of HELO: LPL Financial LLC, Osaic Holdings, Inc.

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