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

Interchange Capital Partners’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.06M Buy
16,905
+4,389
+35% +$275K 0.24% 83
2025
Q1 		$747K Buy
12,516
+2,569
+26% +$153K 0.21% 97
2024
Q4 		$617K Buy
+9,947
New +$617K 0.22% 114