JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
Market Closed
1 Sep, 20:00
ARCA ARCA Primary $
69. 22
-0.25
-0.3599%
$
3.99B Market Cap
0.34% Div Yield
301,295 Volume
$ 69.47
Previous Close 
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JPMorgan Hedged Equity Laddered Overlay ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Benjamin Cauley Carr Financial Group Corp. | 263,768 | $16.48M | $18.05M | $1.57M | 9.53% |
| TL Tradewinds LLC Tradewinds LLC | 7,050 | $472,632.01 | $494,557.5 | $21,925.49 | 4.64% |
 Rodrigo Diaz Plan Group Financial LLC | 16,017 | $1M | $1.1M | $96,349.61 | 9.63% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 26,153 | $1.62M | $1.79M | $172,712.64 | 10.68% |
 Victoria Latham Fiduciary Alliance LLC | 106,062 | $6.3M | $7.26M | $958,167.62 | 15.2% |
 Loni Adams Daymark Wealth Partners LLC | 152,116 | $9.13M | $10.41M | $1.28M | 14.03% |
 Sheryl Stephens Stephens Consulting LLC | 150 | $9,306.01 | $10,267.5 | $961.49 | 10.33% |
 Stephen Smith Kestra Investment Management LLC | 3,436 | $232,205 | $235,194.2 | $2,989.2 | 1.29% |
 Robin Sherwood HTG Investment Advisors Inc. | 267,027 | $16.19M | $18.28M | $2.09M | 12.93% |
 Jeffrey Hanson Breakwater Capital Group | 12,917 | $780,459.21 | $884,168.65 | $103,709.44 | 13.29% |
 Kyle Kelley Family Capital Management Inc. | 25,031 | $1.63M | $1.71M | $81,604.05 | 5% |
 Salvatore Cocivera Cora Capital Advisors LLC | 3,450 | $233,151 | $236,152.5 | $3,001.5 | 1.29% |
 Walter J. West Milestone Asset Management LLC | 39,582 | $2.49M | $2.71M | $223,669.29 | 9% |
 Helen Semus Semus Wealth Partners LLC | 19,111 | $1.16M | $1.33M | $174,427.05 | 15.04% |
| NH Nathaniel Holden Core Wealth Partners LLC | 7,622 | $506,291.21 | $521,725.9 | $15,434.69 | 3.05% |
 Andrew Lewis Genesis Private Wealth LLC | 4,354 | $282,926.56 | $298,031.3 | $15,104.74 | 5.34% |
 Paul B. Ordonio Park Place Capital Corp. | 51,160 | $3.19M | $3.59M | $394,157.04 | 12.34% |
 Kevin Kroskey True Wealth Design LLC | 57 | $3,643 | $3,901.65 | $258.65 | 7.1% |
 Jill Batley Gateway Wealth Partners LLC | 27,580 | $1.82M | $1.89M | $67,202.95 | 3.69% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 8,707 | $551,611.67 | $610,796.05 | $59,184.38 | 10.73% |
