DeDora Capital, Inc. HELO — J P MORGAN EXCHANGE TRADED F

Ownership history in DeDora Capital, Inc.  ·  10 quarters on record

AI Ownership Summary

DeDora Capital, Inc. reported J P MORGAN EXCHANGE TRADED F (HELO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.18% in 2026 Q1. The latest visible filing shows HELO at 1.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HELO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DeDora Capital, Inc.'s position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HELO was reported at 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.18% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HELO stock page DeDora Capital, Inc. fund profile DeDora Capital, Inc. full holdings
How DeDora Capital, Inc. held HELO — position size vs. price
% of Fund (quarterly)    HELO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 75,312 +6,021 +8.7% 1.18% $4.8M 2026-04-27 $67.29
2025 Q4 ADDED — — — 69,291 +14,530 +26.5% 1.09% $4.6M 2026-01-22 $66.48
2025 Q3 ADDED — — — 54,761 +6,385 +13.2% 0.86% $3.6M 2025-10-29 $65.59
2025 Q2 ADDED — — — 48,376 +25,215 +108.9% 0.79% $3.0M 2025-07-29 $63.09
2025 Q1 ADDED — — — 23,161 +4,559 +24.5% 0.40% $1.4M 2025-05-06 $59.20
2024 Q4 ADDED — — — 18,602 +3,333 +21.8% 0.32% $1.2M 2025-01-30 $62.44
2024 Q3 ADDED — — — 15,269 +3,574 +30.6% 0.26% $934K 2024-10-21 $61.20
2024 Q2 ADDED — — — 11,695 +2,750 +30.7% 0.21% $685K 2024-07-17 $58.35
2024 Q1 ADDED — — — 8,945 +3,297 +58.4% 0.16% $501K 2024-04-16 $54.24
2023 Q4 INITIATED — — — 5,648 — — 0.10% $299K 2024-01-18 $52.48

🏢 Other funds also holding HELO

As of 2026 Q1 — sorted by position size

Taylor Securities Services, Inc. 20.74% CGC Financial Services, LLC 20.13% Campbell Deegan Wealth Management, LLC 13.55% Longview Financial Advisors LLC 9.26% Legacy Financial Group LLC 3Y 7.77% PRAIRIEVIEW WEALTH PARTNERS, LLC 6.26% Peterson Wealth Advisors, LLC 3Y 7Y 6.0% HTG Investment Advisors, Inc. 3Y 4.76% Carr Financial Group Corp 3Y 4.21% Oak Wealth Advisors LLC 3.98%

FAQ About DeDora Capital, Inc. and HELO

These are the practical questions this page is built to answer before you even open the full history table.

How long has DeDora Capital, Inc. reported owning HELO?

DeDora Capital, Inc. reported HELO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HELO position in DeDora Capital, Inc.'s portfolio?

The largest reported portfolio weight for HELO was 1.18% in 2026 Q1.

What is the latest reported HELO position on this page?

The most recent filing on this page is 2026 Q1, when DeDora Capital, Inc. reported 75,312 shares, equal to 1.18% of portfolio, with an estimated market value of $4.8M.

What does the chart on this HELO ownership page compare?

The chart compares DeDora Capital, Inc.'s quarterly HELO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DeDora Capital, Inc. time their HELO position?

Based on 13F filing dates vs. subsequent HELO price moves, DeDora Capital, Inc. correctly timed 8 out of 9 reported position changes (89%). The annualised alpha on HELO relative to SPY over the holding period was +7.3%.

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