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 (%)
Courtney Haddad Concurrent Investment Advisors, LLC	30,898	$1.87M	$2.11M	$234,082.93	12.49%
James Rankin Modern Wealth Management, LLC	8,738	$533,936.47	$596,324.81	$62,388.34	11.68%
Nicholas McElroy Philip James Wealth Mangement, LLC	131,134	$7.87M	$8.94M	$1.08M	13.69%
Amir Har-El Savvy Advisors, Inc.	6,813	$452,617.02	$464,748.79	$12,131.77	2.68%
David W. Lewis Lewis Asset Management, LLC	5,815	$366,848.27	$396,844.67	$29,996.4	8.18%
Jon Deven Mouton CAP Partners, LLC	8,674	$511,287.03	$591,957.13	$80,670.1	15.78%
SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC	64	$3,813.12	$4,363.2	$550.08	14.43%
LR Lora Rommel EHRLICH FINANCIAL GROUP	11,388	$721,509.75	$777,174.06	$55,664.31	7.71%
Chandler te Velde Maia Wealth LLC	3,629	$214,860.78	$247,661.1	$32,800.32	15.27%
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC	10,180	$650,604	$694,072.4	$43,468.4	6.68%
PWP Prairieview Wealth Partners LLC PRAIRIEVIEW WEALTH PARTNERS, LLC	119,523	$7.36M	$8.16M	$794,013.31	10.78%
Scott K Sprinkle Sprinkle Financial Consultants LLC	120,333	$7.68M	$8.2M	$524,137.89	6.82%
AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC	40,665	$2.6M	$2.77M	$173,410.37	6.67%
Brian Distler Lakeridge Wealth Management LLC	22,873	$1.4M	$1.55M	$154,150.6	11.04%
Ruth Thortvedt Financial Network Wealth Advisors LLC	1,889	$112,727.21	$128,697.57	$15,970.36	14.17%
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC	12,414	$747,553.36	$848,683.11	$101,129.75	13.53%
TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC	280,770	$18.4M	$19.13M	$725,671.56	3.94%
AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC	5,499	$357,435	$374,894.32	$17,459.32	4.88%
Jeffrey Liguori NAPATREE CAPITAL LLC	76,051	$4.65M	$5.18M	$530,664.24	11.41%
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO	36,181	$2.16M	$2.46M	$305,005.91	14.13%

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