J P MORGAN EXCHANGE TRADED F

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

Brown Financial Advisors's Holding History (CIK: 0002035548)

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

Q4 2025
Shares 24,312 Value ($000) $1,615 Avg Close — Range —
Q3 2025
Shares 55,771 Value ($000) $3,625 Avg Close — Range —
Q2 2025
Shares 56,268 Value ($000) $3,521 Avg Close — Range —
Q1 2025
Shares 57,673 Value ($000) $3,442 Avg Close — Range —
Q4 2024
Shares 94,840 Value ($000) $5,884 Avg Close — Range —
Q3 2024
Shares 129,362 Value ($000) $7,909 Avg Close — Range —
Q2 2024
Shares 75,993 Value ($000) $4,450 Avg Close — Range —