JPMorgan Hedged Equity Laddered Overlay ETF logo

JPMorgan Hedged Equity Laddered Overlay ETF (HELO)

Market Closed
16 Oct, 08:00 PM
ARCA ARCA
$
69. 21
-0.46
-0.6603%
$
4.01B Market Cap
0.34% Div Yield
166,950 Volume
$ 69.67
Previous Close
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Day Range
69.02 69.74
Year Range
63.24 70.23
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JPMorgan Hedged Equity Laddered Overlay ETF Investors

Name Quantity Cost Value Profit ($) Gain (%)
DK
Daniel Kauper Milestone Investment Advisors LLC
8,707 $551,611.67 $606,486.08 $54,874.41 9.95%
PVI
Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co.
34,111 $2.13M $2.36M $227,498.31 10.66%
Eugene Donato
Eugene Donato KENNEDY INVESTMENT GROUP
40,081 $2.42M $2.79M $370,078.02 15.3%
Rajiv Shah
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC
23,071 $1.45M $1.6M $159,322.65 11.02%
Denise Reinert
Denise Reinert CGC Financial Services, LLC
664,677 $38.54M $46.08M $7.54M 19.56%
Christopher C. Powers
Christopher C. Powers Farther Finance Advisors, LLC
18,293 $1.15M $1.27M $122,501.28 10.67%
Anthony Moeller
Anthony Moeller MN Wealth Advisors, LLC
19,859 $1.16M $1.38M $224,593.29 19.4%
Envestnet Portfolio Solutions Inc.
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc.
44,673 $2.81M $3.11M $302,013.61 10.75%
Courtney Haddad
Courtney Haddad Concurrent Investment Advisors, LLC
24,755 $1.52M $1.72M $205,435.47 13.52%
James Rankin
James Rankin Modern Wealth Management, LLC
8,483 $517,863.8 $590,586.46 $72,722.66 14.04%
Nicholas McElroy
Nicholas McElroy Philip James Wealth Mangement, LLC
124,823 $7.5M $8.69M $1.19M 15.9%
Amir Har-El
Amir Har-El Savvy Advisors, Inc.
14,956 $1M $1.04M $36,512.59 3.64%
David W. Lewis
David W. Lewis Lewis Asset Management, LLC
6,445 $410,287.72 $447,218.55 $36,930.83 9%
Jon Deven Mouton
Jon Deven Mouton CAP Partners, LLC
8,388 $495,281.02 $583,930.62 $88,649.6 17.9%
James Petitpren
James Petitpren ORBA Wealth Advisors, L.L.C.
8,671 $585,982 $602,677.85 $16,695.85 2.85%
SAM
Smartleaf Asset Management LLC Smartleaf Asset Management LLC
64 $3,813.12 $4,443.52 $630.4 16.53%
LR
Lora Rommel EHRLICH FINANCIAL GROUP
11,388 $721,509.75 $793,003.38 $71,493.63 9.91%
Signal Advisors Wealth LLC
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC
43,578 $2.94M $3.02M $81,826.25 2.79%
PWP
Prairieview Wealth Partners LLC PRAIRIEVIEW WEALTH PARTNERS, LLC
122,837 $7.59M $8.49M $900,014.4 11.86%
Scott K Sprinkle
Scott K Sprinkle Sprinkle Financial Consultants LLC
145,012 $9.39M $10.1M $712,078.49 7.59%