PATTEN & PATTEN INC/TN HELO — JPMorgan Hedged Equity ETF

Ownership history in PATTEN & PATTEN INC/TN  ·  10 quarters on record

AI Ownership Summary

PATTEN & PATTEN INC/TN reported JPMorgan Hedged Equity ETF (HELO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.11% in 2025 Q1. The latest visible filing shows HELO at 0.82% 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 PATTEN & PATTEN INC/TN's position in JPMorgan Hedged Equity ETF, 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 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2025 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 PATTEN & PATTEN INC/TN fund profile PATTEN & PATTEN INC/TN full holdings
How PATTEN & PATTEN INC/TN 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 REDUCED — — — 211,965 -32,106 -13.2% 0.82% $13.5M 2026-05-01 $67.54
2025 Q4 REDUCED — — — 244,071 -8,167 -3.2% 0.95% $16.2M 2026-02-03 $66.82
2025 Q3 REDUCED — — — 252,238 -5,481 -2.1% 0.96% $16.4M 2025-10-31 $65.40
2025 Q2 REDUCED 6.9% +4.0% ❌ 257,719 -19,190 -6.9% 1.04% $16.1M 2025-07-28 $63.14
2025 Q1 ADDED — — — 276,909 +20,270 +7.9% 1.11% $16.5M 2025-05-07 $59.33
2024 Q4 ADDED — — — 256,639 +20,802 +8.8% 1.05% $15.9M 2025-02-10 $62.53
2024 Q3 ADDED — — — 235,837 +30,885 +15.1% 0.96% $14.4M 2024-11-04 $60.55
2024 Q2 ADDED — — — 204,952 +37,495 +22.4% 0.84% $12.0M 2024-08-13 $57.95
2024 Q1 ADDED — — — 167,457 +83,527 +99.5% 0.67% $9.4M 2024-05-10 $55.80
2023 Q4 INITIATED — — — 83,930 — — 0.36% $4.4M 2024-01-23 $52.90

🏢 Other funds also holding HELO

As of 2026 Q1 — sorted by position size

CGC Financial Services, LLC 20.13% Longview Financial Advisors LLC 9.26% Peterson Wealth Advisors, LLC 3Y 7Y 6.0% HTG Investment Advisors, Inc. 3Y 4.76% Oak Wealth Advisors LLC 3.98% Forvis Mazars Wealth Advisors, LLC 3Y 7Y 3.51% Garrett Wealth Advisory Group, LLC 3Y 7Y 3.32% Smallwood Wealth Investment Management, LLC 3Y 3.0% Sprinkle Financial Consultants LLC 2.99% AVAII WEALTH MANAGEMENT, LLC 3Y 2.93%

FAQ About PATTEN & PATTEN INC/TN and HELO

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

How long has PATTEN & PATTEN INC/TN reported owning HELO?

PATTEN & PATTEN INC/TN reported HELO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HELO position in PATTEN & PATTEN INC/TN's portfolio?

The largest reported portfolio weight for HELO was 1.11% in 2025 Q1.

What is the latest reported HELO position on this page?

The most recent filing on this page is 2026 Q1, when PATTEN & PATTEN INC/TN reported 211,965 shares, equal to 0.82% of portfolio, with an estimated market value of $13.5M.

What does the chart on this HELO ownership page compare?

The chart compares PATTEN & PATTEN INC/TN'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 PATTEN & PATTEN INC/TN time their HELO position?

Based on 13F filing dates vs. subsequent HELO price moves, PATTEN & PATTEN INC/TN correctly timed 5 out of 9 reported position changes (56%).

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