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 (%)
SS Sheryl Stephens Stephens Consulting LLC	150	$9,306.01	$10,248	$941.99	10.12%
RS Robin Sherwood HTG Investment Advisors Inc.	261,547	$15.81M	$17.85M	$2.03M	12.85%
Jeffrey Hanson Breakwater Capital Group	12,917	$780,459.21	$881,391.49	$100,932.28	12.93%
Kyle Kelley Family Capital Management Inc.	49,444	$3.2M	$3.37M	$178,023.51	5.57%
WJW Walter J. West Milestone Asset Management LLC	36,407	$2.27M	$2.48M	$209,988.75	9.25%
HS Helen Semus Semus Wealth Partners LLC	19,084	$1.16M	$1.3M	$144,309.5	12.46%
NH Nathaniel Holden Core Wealth Partners LLC	7,610	$505,480.27	$515,197	$9,716.73	1.92%
Andrew Lewis Genesis Private Wealth LLC	4,342	$282,115.61	$295,842.17	$13,726.56	4.87%
PBO Paul B. Ordonio Park Place Capital Corp.	51,148	$3.19M	$3.49M	$297,961.48	9.33%
Kevin Kroskey True Wealth Design LLC	57	$3,643	$3,896.8	$253.8	6.97%
Jill Batley Gateway Wealth Partners LLC	27,580	$1.82M	$1.88M	$62,238.55	3.42%
DK Daniel Kauper Milestone Investment Advisors LLC	8,412	$531,675.54	$574,287.24	$42,611.7	8.01%
PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co.	36,628	$2.29M	$2.5M	$208,760.24	9.12%
Eugene Donato KENNEDY INVESTMENT GROUP	40,633	$2.45M	$2.77M	$322,073.16	13.14%
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC	23,148	$1.45M	$1.58M	$128,304.3	8.85%
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	7,907	$520,284.17	$540,008.56	$19,724.39	3.79%
Denise Reinert CGC Financial Services, LLC	1.09M	$61.03M	$74.27M	$13.24M	21.69%
Christopher C. Powers Farther Finance Advisors, LLC	14,178	$863,124.86	$959,850.6	$96,725.74	11.21%
Anthony Moeller MN Wealth Advisors, LLC	19,946	$1.16M	$1.36M	$197,426.93	16.98%
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc.	94,913	$5.87M	$6.48M	$606,787.29	10.34%

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