NCM Capital Management’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 | $1.25M | Buy |
20,003
+4,654
| +30% | +$291K | 0.51% | 46 |
|
|
2025
Q1 | $916K | Buy |
15,349
+1,982
| +15% | +$118K | 0.41% | 64 |
|
|
2024
Q4 | $829K | Buy |
13,367
+151
| +1% | +$9.37K | 0.37% | 64 |
|
|
2024
Q3 | $808K | Buy |
13,216
+3,450
| +35% | +$211K | 0.39% | 66 |
|
|
2024
Q2 | $572K | Buy |
9,766
+5,033
| +106% | +$295K | 0.3% | 84 |
|
|
2024
Q1 | $265K | Buy |
+4,733
| New | +$265K | 0.15% | 131 |
|