JP Morgan Chase & Co
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JP Morgan Chase & Co’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

JP Morgan Chase & Co’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 		$27.6M Sell
2025
Q2 		$26.7M Buy
2025
Q1 		$24.2M Sell
2024
Q4 		$84.5M Buy
2024
Q3 		$21M Buy
2024
Q2 		$14.8M Buy
2024
Q1 		$12.7M Buy
2023
Q4 		– Sell
2023
Q3 		$4.98M Buy