JF
HELO icon

JSF Financial’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

JSF Financial’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$634K Buy
10,134
+1,819
+22% +$114K 0.15% 79
2025
Q1 		$496K Buy
8,315
+12
+0.1% +$716 0.13% 78
2024
Q4 		$515K Buy
8,303
+5,020
+153% +$311K 0.14% 81
2024
Q3 		$201K Buy
+3,283
New +$201K 0.06% 111