Dashboard
Dividend Tracker
My Portfolio
Portfolios
Investors
Analysts
Community
Calendars
Economic Calendar
Dividend Calendar
Earnings Calendar
Splits Calendar
IPO Calendar
Markets
Stocks
Indices
Forex
Crypto
Commodities
News
Sign Up
Sign In
Your search results will appear here.
Light Mode
Dark Mode
Sign Up
Sign In
JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
Market Closed
1 Sep, 20:00
ARCA
All
(1)
US
(1)
ARCA
Primary
$
69.
22
-0.25
-0.3599%
$
3.99B
Market Cap
0.34%
Div Yield
301,295
Volume
$
69.47
Previous Close
Investors:
BZ
JD
AB
+122
Watching
Watch
Add Transaction
Day Range
69.11
69.38
Year Range
63.24
70.23
Want to track
HELO
and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Get Started For Free
Overview
Dividends
News
Historical Data
Investors
JPMorgan Hedged Equity Laddered Overlay ETF Investors
Name
Quantity
Cost
Value
Profit ($)
Gain (%)
PVI
Pine Valley Investments Ltd. Liability Co.
Pine Valley Investments Ltd. Liability Co.
34,111
$2.13M
$2.33M
$200,721.18
9.41%
Joe-Ben O'Banion
TITLEIST ASSET MANAGEMENT, LLC
3,211
$217,016
$219,792.95
$2,776.95
1.28%
Eugene Donato
KENNEDY INVESTMENT GROUP
40,081
$2.42M
$2.74M
$323,984.87
13.39%
Rajiv Shah
KINGSWOOD WEALTH ADVISORS, LLC
23,071
$1.45M
$1.58M
$133,829.2
9.26%
Denise Reinert
CGC Financial Services, LLC
664,952
$38.55M
$45.52M
$6.96M
18.06%
Christopher C. Powers
Farther Finance Advisors, LLC
14,294
$870,964.06
$978,424.3
$107,460.24
12.34%
Anthony Moeller
MN Wealth Advisors, LLC
19,859
$1.16M
$1.36M
$201,358.26
17.39%
Envestnet Portfolio Solutions Inc.
Envestnet Portfolio Solutions, Inc.
44,673
$2.81M
$3.06M
$249,299.47
8.88%
Courtney Haddad
Concurrent Investment Advisors, LLC
30,898
$1.87M
$2.11M
$240,417.02
12.83%
James Rankin
Modern Wealth Management, LLC
8,483
$517,863.8
$595,082.45
$77,218.65
14.91%
Nicholas McElroy
Philip James Wealth Mangement, LLC
124,823
$7.5M
$8.54M
$1.05M
13.95%
Amir Har-El
Savvy Advisors, Inc.
6,813
$452,617.02
$466,349.85
$13,732.83
3.03%
David W. Lewis
Lewis Asset Management, LLC
5,902
$372,728.21
$403,991.9
$31,263.69
8.39%
Jon Deven Mouton
CAP Partners, LLC
8,388
$495,281.02
$574,158.6
$78,877.58
15.93%
James Petitpren
ORBA Wealth Advisors, L.L.C.
8,671
$585,982
$593,529.95
$7,547.95
1.29%
SAM
Smartleaf Asset Management LLC
Smartleaf Asset Management LLC
64
$3,813.12
$4,469.76
$656.64
17.22%
LR
Lora Rommel
EHRLICH FINANCIAL GROUP
11,388
$721,509.75
$779,508.6
$57,998.85
8.04%
Signal Advisors Wealth LLC
Signal Advisors Wealth, LLC
10,180
$650,604
$696,821
$46,217
7.1%
PWP
Prairieview Wealth Partners LLC
PRAIRIEVIEW WEALTH PARTNERS, LLC
122,837
$7.59M
$8.41M
$821,398.72
10.83%
Scott K Sprinkle
Sprinkle Financial Consultants LLC
120,333
$7.68M
$8.24M
$556,627.8
7.25%
1
2
3
4
5
6
7