Joel Greenblatt - Gotham Asset Management
Holding/activity history for Jpmorgan Hedged Equity Laddered Overlay ETF (HELO)
← All HELO superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 66,319 | 0.01 | $63.91 | $4,238,447 | SEC | ||
| 2025 Q4 | 66,319 | 0.02 | $66.43 | $4,405,571 | SEC | ||
| 2025 Q3 | 66,319 | 0.02 | $65.00 | $4,310,735 | SEC | ||
| 2025 Q2 | 66,319 | 0.02 | $62.58 | $4,150,243 | SEC | ||
| 2025 Q1 | 66,319 | 0.03 | Buy | 0.03 | $57.24–63.81 · VW $61.40i | $3,957,918 | SEC |
Price snapshot:
Current price$68.01
Avg. buy price$59.68
+/- since buy13.96%
52-week low$62.23
52-week high$68.35