Financial Management Professionals’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 | $3.96M | Sell |
63,306
-1,419
| -2% | -$88.8K | 0.45% | 28 |
|
|
2025
Q1 | $3.86M | Buy |
64,725
+21,597
| +50% | +$1.29M | 0.49% | 26 |
|
|
2024
Q4 | $2.68M | Sell |
43,128
-112
| -0.3% | -$6.95K | 0.34% | 39 |
|
|
2024
Q3 | $2.64M | Buy |
43,240
+3,447
| +9% | +$211K | 0.33% | 40 |
|
|
2024
Q2 | $2.33M | Buy |
39,793
+31,491
| +379% | +$1.84M | 0.32% | 38 |
|
|
2024
Q1 | $465K | Buy |
+8,302
| New | +$465K | 0.07% | 88 |
|