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

Morris Financial Concepts’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
2024
Q4 		– Sell
-8,240
Closed -$504K – 188
2024
Q3 		$504K Buy
+8,240
New +$488K 0.22% 63

Other funds holding HELO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Morris Financial Concepts's HELO Position: Q4 2024 in Review

Morris Financial Concepts sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2024, closing a stake of 8,240 shares — an estimated $504K sold.

Morris Financial Concepts first reported a position in HELO in Q3 2024 and held it in 1 quarter. The position peaked at $504K in Q3 2024. 273 funds tracked by Wall St. Rank hold HELO as of Q4 2024.

  • Morris Financial Concepts reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q4 2024 after selling out during the quarter.
  • Morris Financial Concepts sold 8,240 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2024, an estimated $504K.
  • Morris Financial Concepts first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and held it in 1 quarter.
  • Morris Financial Concepts's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $504K in Q3 2024.
  • 273 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2024.

Based on Morris Financial Concepts's 13F filing for Q4 2024, filed 29 Jan 2025.