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InterOcean Capital Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

InterOcean Capital Group’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 		$2.13M Buy
38,003
+11,639
+44% +$634K 0.05% 152
2023
Q4 		$1.39M Buy
+26,364
New +$1.35M 0.04% 170

Other funds holding HELO

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

InterOcean Capital Group's HELO Position: Q1 2024 in Review

InterOcean Capital Group increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 44% in Q1 2024, buying an estimated $634K and bringing the position to 38,003 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #152.

InterOcean Capital Group first reported a position in HELO in Q4 2023 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold HELO as of Q1 2024.

  • InterOcean Capital Group held 38,003 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.13M as of Q1 2024.
  • InterOcean Capital Group bought 11,639 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2024, an estimated $634K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.05% of InterOcean Capital Group's portfolio in Q1 2024, its #152 holding.
  • InterOcean Capital Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.