JPMorgan Hedged Equity Laddered Overlay ETF (HELO)

Market Closed

1 Sep, 20:00

ARCA

69. 22

-0.25

-0.3599%

3.99B Market Cap

0.34% Div Yield

301,295 Volume

$ 69.47

Previous Close

Investors:

+122

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Day Range

69.11 69.38

Year Range

63.24 70.23

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JPMorgan Hedged Equity Laddered Overlay ETF Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC	35,206	$2.25M	$2.47M	$219,663.06	9.76%
Brian Distler Lakeridge Wealth Management LLC	24,869	$1.53M	$1.7M	$171,441.4	11.2%
Ruth Thortvedt Financial Network Wealth Advisors LLC	1,670	$99,658.25	$114,311.5	$14,653.25	14.7%
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC	11,964	$720,697.36	$818,935.8	$98,238.44	13.63%
TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC	4,706	$300,759.95	$328,525.86	$27,765.91	9.23%
AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC	5,499	$357,435	$384,050.16	$26,615.16	7.45%
Jeffrey Liguori NAPATREE CAPITAL LLC	76,051	$4.65M	$5.21M	$555,000.56	11.93%
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO	36,181	$2.16M	$2.48M	$317,307.45	14.7%
HAS Hayley A. Snell LRI Investments, LLC	1,899	$126,151	$129,986.55	$3,835.55	3.04%
Kenneth Bellavance Investment Planning Advisors, Inc.	4,900	$310,684.56	$335,405	$24,720.44	7.96%
Chris Bulman Inc. Chris Bulman Inc	6,429	$434,472	$440,065.05	$5,593.05	1.29%
Chad Warrick Summit Wealth Partners, LLC	24,763	$1.48M	$1.7M	$215,425.33	14.56%
CW Cathleen Wrisberg Convergence Financial, LLC	40,270	$2.45M	$2.76M	$302,575.08	12.33%
Caleb Pearson Compass Financial Services Inc.	109,761	$7.03M	$7.51M	$481,222.76	6.84%
Millstone Evans Group LLC Millstone Evans Group LLC	1,870	$117,024.73	$130,544.7	$13,519.97	11.55%
Highline Wealth Partners LLC Highline Wealth Partners LLC	44	$2,974	$3,011.8	$37.8	1.27%
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA	288	$17,189.28	$20,105.28	$2,916	16.96%
Jefferson H. West Legacy Investment Solutions LLC	22,284	$1.4M	$1.53M	$126,249.11	9.02%
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID	19,604	$1.24M	$1.37M	$130,938.7	10.57%
RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc.	1,344	$81,339.95	$91,996.8	$10,656.85	13.1%

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