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Mechanics Bank - Trust Department’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Mechanics Bank - Trust Department’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$876K Buy
14,000
+745
+6% +$46.6K 0.13% 125
2025
Q1 		$791K Buy
13,255
+4,005
+43% +$239K 0.11% 133
2024
Q4 		$574K Buy
+9,250
New +$574K 0.08% 150