J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO)

Historical Portfolio Holders from Q3 2023 to Q3 2024

All holders as of June 30, 2024
Q2 2024
Type / Class
Equity / HEDGED EQUITY LA
Shares, excl. options Q2 2024
11.7M
Holdings value Q2 2024
$686M
Value change Q2 2024
+$357M
Grand Portfolio weight change Q2 2024
+0.001%
Number of holders
145
Number of buys Q2 2024
128
Number of sells Q2 2024
-16
Average buys Q2 2024 %
+0.007%
Average sells Q2 2024 %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 133K $8.12M +$3.05M $61.14 6
2024 Q2 11.7M $686M +$357M $58.56 145
2024 Q1 5.56M $311M +$159M $55.97 96
2023 Q4 2.72M $144M +$114M $52.88 49
2023 Q3 541K $27M +$27M $49.84 5