Eudaimonia Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Eudaimonia Partners’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
2024 Q1	$386K	Buy	+6,890	New	+$375K	0.09%	169

Other funds holding HELO

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Per Stirling Capital Management Austin, Texas $1.05B AUM 15.77% 1-Year Est. Return

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

Eudaimonia Partners's HELO Position: Q1 2024 in Review

Eudaimonia Partners opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2024: 6,890 shares worth $386K. The stake represents 0.09% of the portfolio and ranks #169 among its holdings.

99 funds tracked by Wall St. Rank hold HELO as of Q1 2024.

Eudaimonia Partners held 6,890 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $386K as of Q1 2024.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Eudaimonia Partners position in Q1 2024.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.09% of Eudaimonia Partners's portfolio in Q1 2024, its #169 holding.
99 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.