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

JSF Financial’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	$986K	Buy
2025 Q2	$634K	Buy
2025 Q1	$496K	Buy
2024 Q4	$515K	Buy
2024 Q3	$201K	Buy