Number of Shares
56,484.00
Current Holdings Value*
$3.37 Mil
% of Portfolio
0.88%
Total Estimate Gain
$125,858.45
% of Total Estimate Gain
3.65%

Firestone Capital Management's JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary

As of 2025-03-31, Firestone Capital Management held 56,484.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $3.37 Mil. This investment constitutes 0.88% of their stock portfolio, and Firestone Capital Management now holds 0.11% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.

The initial trade took place in 2024Q2. And since then Firestone Capital Management has made 4 purchases of HELO, at an average price of $61.07, for a total of 56,484.00 shares. Based on historical transaction data and HELO's current price of $63.30, Firestone Capital Management's estimated gain on his HELO holdings is $125,858.45, reflecting a 3.65% gain to date.

Firestone Capital Management HELO ($63.30) Holding Chart

Firestone Capital Management HELO ($63.30) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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