J P MORGAN EXCHANGE TRADED F

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

Bedel Financial Consulting, Inc.'s Holding History (CIK: 0001730511)

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

Q4 2025
Shares 18,771 Value ($000) $1,247 Avg Close — Range —
Q3 2025
Shares 19,101 Value ($000) $1,242 Avg Close — Range —
Q2 2025
Shares 19,063 Value ($000) $1,193 Avg Close — Range —
Q1 2025
Shares 19,439 Value ($000) $1,158 Avg Close — Range —
Q4 2024
Shares 18,805 Value ($000) $1,182 Avg Close — Range —
Q3 2024
Shares 15,462 Value ($000) $945 Avg Close — Range —
Q2 2024
Shares 13,469 Value ($000) $789 Avg Close — Range —
Q1 2024
Shares 9,004 Value ($000) $504 Avg Close — Range —