JPMorgan Hedged Equity Laddered Overlay ETF (HELO)

Market Closed

17 Jul, 20:00

ARCA

67. 70

-0.44

-0.6457%

3.91B Market Cap

0.34% Div Yield

465,900 Volume

$ 68.14

Previous Close

Investors:

TMB

+114

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Day Range

67.61 67.98

Year Range

62.64 68.4

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JPMorgan Hedged Equity Laddered Overlay ETF Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
Jay Richards Investment Advisory Group LLC	6,471	$406,611.86	$442,066.36	$35,454.5	8.72%
Kathleen Thornhill Confluence Wealth Services Inc.	3,928	$255,253.51	$268,537.72	$13,284.21	5.2%
JRS James RG Skjong Ulland Investment Advisors LLC	2,420	$146,359.1	$165,443.3	$19,084.2	13.04%
PE Paul Elam Oak Harbor Wealth Partners LLC	74,638	$4.54M	$5.09M	$554,347.27	12.22%
LWL Leo Wealth LLC Leo Wealth LLC	243,451	$16.17M	$16.61M	$436,363.08	2.7%
RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC	4,861	$287,657.11	$331,593.11	$43,936	15.27%
Marc H. Stone Tyler-Stone Wealth Management	103,617	$6.31M	$7.07M	$755,953.97	11.98%
EM Erin Mccann Simplicity Wealth LLC	14,916	$950,364.24	$1.02M	$67,130.7	7.06%
YH Yanjuan Huang Vienna Asset Management LLC	4,031	$240,570.08	$274,974.66	$34,404.58	14.3%
Michael Byun SageView Advisory Group LLC	10,975	$701,712.67	$748,604.75	$46,892.08	6.68%
DTM David T. Morgan High Net Worth Advisory Group LLC	3,905	$249,568.55	$266,399.1	$16,830.55	6.74%
Leanne Menzel Smallwood Wealth Investment Management LLC	89,163	$5.61M	$6.08M	$469,737.03	8.37%
Amanda Hawley Atria Wealth Solutions Inc.	28,723	$1.71M	$1.96M	$249,600	14.56%
Craig Johnsen Fortitude Advisory Group LLC	4,382	$280,053.62	$299,224.87	$19,171.25	6.85%
Kevin Zemann WealthPlan Investment Management LLC	201,764	$12.6M	$13.78M	$1.17M	9.3%
Benjamin Cauley Carr Financial Group Corp.	249,734	$15.54M	$17.05M	$1.52M	9.77%
RD Rodrigo Diaz Plan Group Financial LLC	16,017	$1M	$1.09M	$94,507.65	9.45%
SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC	24,908	$1.53M	$1.7M	$169,634.37	11.06%
VL Victoria Latham Fiduciary Alliance LLC	101,191	$5.97M	$6.92M	$945,824.45	15.84%
Loni Adams Daymark Wealth Partners LLC	114,226	$6.57M	$7.8M	$1.23M	18.77%

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