JPMorgan Chase & Co’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 | $26.7M | Buy |
425,936
+20,827
| +5% | +$1.3M | ﹤0.01% | 1553 |
|
|
2025
Q1 | $24.2M | Sell |
405,109
-956,147
| -70% | -$57.1M | ﹤0.01% | 1571 |
|
|
2024
Q4 | $84.5M | Buy |
1,361,256
+1,018,000
| +297% | +$63.2M | 0.01% | 924 |
|
|
2024
Q3 | $21M | Buy |
343,256
+89,742
| +35% | +$5.49M | ﹤0.01% | 1676 |
|
|
2024
Q2 | $14.8M | Buy |
253,514
+26,269
| +12% | +$1.54M | ﹤0.01% | 1845 |
|
|
2024
Q1 | $12.7M | Buy |
+227,245
| New | +$12.7M | ﹤0.01% | 1978 |
|
|
2023
Q4 | – | Sell |
-100,000
| Closed | -$4.98M | – | 6587 |
|
|
2023
Q3 | $4.98M | Buy |
+100,000
| New | +$4.98M | ﹤0.01% | 2435 |
|