J P MORGAN EXCHANGE TRADED F

Ticker: HELO CUSIP: 46654Q724 Class: HEDGED EQUITY LA

Perigon Wealth Management, LLC's Holding History (CIK: 0001575239)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 64,163 Value ($000) $4,262 Avg Close Range
Q3 2025
Shares 65,208 Value ($000) $4,239 Avg Close Range
Q2 2025
Shares 67,367 Value ($000) $4,216 Avg Close Range
Q1 2025
Shares 65,975 Value ($000) $3,937 Avg Close Range
Q4 2024
Shares 46,246 Value ($000) $2,886 Avg Close Range
Q3 2024
Shares 20,362 Value ($000) $1,245 Avg Close Range