Essex Savings Bank’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Essex Savings Bank’s Portfolio HELO Stock Details HELO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$572K	Hold
2025 Q2	$551K	Hold
2025 Q1	$525K	Buy
2024 Q4	$530K	Buy
2024 Q3	$258K	Buy