Bedel Financial Consulting’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
19,063
-376
| -2% | -$23.5K | 0.16% | 85 |
|
|
2025
Q1 | $1.16M | Buy |
19,439
+634
| +3% | +$37.8K | 0.17% | 80 |
|
|
2024
Q4 | $1.18M | Buy |
18,805
+3,343
| +22% | +$210K | 0.16% | 85 |
|
|
2024
Q3 | $945K | Buy |
15,462
+1,993
| +15% | +$122K | 0.13% | 88 |
|
|
2024
Q2 | $789K | Buy |
13,469
+4,465
| +50% | +$261K | 0.12% | 92 |
|
|
2024
Q1 | $504K | Buy |
+9,004
| New | +$504K | 0.08% | 131 |
|