JPMorgan Hedged Equity Laddered Overlay ETF logo

JPMorgan Hedged Equity Laddered Overlay ETF (HELO)

Market Closed
17 Jul, 20:00
ARCA ARCA
$
67. 70
-0.44
-0.6457%
$
3.91B Market Cap
0.34% Div Yield
465,900 Volume
$ 68.14
Previous Close
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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 (%)
HAS
Hayley A. Snell LRI Investments, LLC
1,899 $126,151 $128,695.23 $2,544.23 2.02%
Kenneth Bellavance
Kenneth Bellavance Investment Planning Advisors, Inc.
4,094 $256,217.71 $278,842.34 $22,624.63 8.83%
Chad Warrick
Chad Warrick Summit Wealth Partners, LLC
24,763 $1.48M $1.68M $204,901.05 13.85%
CW
Cathleen Wrisberg Convergence Financial, LLC
40,270 $2.45M $2.74M $286,064.38 11.66%
Caleb Pearson
Caleb Pearson Compass Financial Services Inc.
97,626 $6.21M $6.64M $429,173.56 6.91%
Millstone Evans Group LLC
Millstone Evans Group LLC Millstone Evans Group LLC
1,870 $117,024.73 $126,524.2 $9,499.47 8.12%
Comprehensive Financial Planning Inc./PA
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA
302 $18,024.87 $20,433.32 $2,408.45 13.36%
Jefferson H. West
Jefferson H. West Legacy Investment Solutions LLC
22,284 $1.4M $1.51M $111,987.35 8%
Legacy Wealth Managment LLC/ID
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID
24,693 $1.56M $1.67M $116,434.88 7.47%
RFA
Reyes Financial Architecture Inc. Reyes Financial Architecture Inc.
1,341 $81,137.28 $90,785.7 $9,648.42 11.89%
Vantage Point Financial LLC
Vantage Point Financial LLC Vantage Point Financial LLC
5,811 $380,812.88 $394,043.91 $13,231.03 3.47%
MWG
Martin Worley Group Martin Worley Group
15,545 $964,695.52 $1.05M $89,410.93 9.27%
Cameron J. Penney
Cameron J. Penney Penney Financial LLC
68,023 $3.93M $4.61M $686,735.05 17.49%
Sincerus Advisory LLC
Sincerus Advisory LLC Sincerus Advisory LLC
45,099 $2.85M $3.06M $204,483.22 7.17%
JB
Jeff Burrow Sierra Ocean LLC
19,032 $1.24M $1.29M $56,419.41 4.57%
RMB
Robert M. Bonine Lifelong Wealth Advisors Inc.
149,775 $9.42M $10.24M $814,708.65 8.64%
RN
Ron New Whipplewood Advisors LLC
5,202 $318,034.32 $353,163.78 $35,129.46 11.05%
DDP
Daniel Da Ponte Axis Wealth Partners LLC
10,509 $659,509.78 $713,193.28 $53,683.5 8.14%
Purkiss Capital Advisors LLC
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC
39,384 $2.46M $2.67M $209,132.95 8.49%
ADG Wealth Management Group LLC
ADG Wealth Management Group LLC ADG Wealth Management Group LLC
2,787 $178,117 $189,209.43 $11,092.43 6.23%