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 (%)
AIM
Advyzon Investment Management LLC Advyzon Investment Management, LLC
35,206 $2.25M $2.43M $182,344.7 8.1%
Brian Distler
Brian Distler Lakeridge Wealth Management LLC
24,869 $1.53M $1.73M $199,916.4 13.06%
Ruth Thortvedt
Ruth Thortvedt Financial Network Wealth Advisors LLC
1,670 $99,658.25 $115,413.7 $15,755.45 15.81%
JOSEPH S. LUCEY
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC
11,964 $720,697.36 $832,933.68 $112,236.32 15.57%
TWP
Triad Wealth Partners LLC Triad Wealth Partners, LLC
4,706 $300,759.95 $325,255.19 $24,495.24 8.14%
AWA
Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC
5,499 $357,435 $382,730.4 $25,295.4 7.08%
Jeffrey Liguori
Jeffrey Liguori NAPATREE CAPITAL LLC
76,051 $4.65M $5.29M $642,459.21 13.81%
Coordinated Financial Services Inc.
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO
36,181 $2.16M $2.52M $360,543.74 16.7%
HAS
Hayley A. Snell LRI Investments, LLC
1,899 $126,151 $132,303.33 $6,152.33 4.88%
Kenneth Bellavance
Kenneth Bellavance Investment Planning Advisors, Inc.
4,888 $309,933.6 $339,202.76 $29,269.16 9.44%
Chris Bulman Inc.
Chris Bulman Inc. Chris Bulman Inc
6,429 $434,472 $447,297.67 $12,825.67 2.95%
CW
Cathleen Wrisberg Convergence Financial, LLC
43,584 $2.68M $3.02M $346,209.28 12.93%
Caleb Pearson
Caleb Pearson Compass Financial Services Inc.
109,761 $7.03M $7.63M $600,313.44 8.54%
Millstone Evans Group LLC
Millstone Evans Group LLC Millstone Evans Group LLC
1,870 $117,024.73 $129,217 $12,192.27 10.42%
Highline Wealth Partners LLC
Highline Wealth Partners LLC Highline Wealth Partners LLC
44 $2,974 $3,063.94 $89.94 3.02%
Comprehensive Financial Planning Inc./PA
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA
288 $17,189.28 $19,956.96 $2,767.68 16.1%
Jefferson H. West
Jefferson H. West Legacy Investment Solutions LLC
22,284 $1.4M $1.54M $140,399.45 10.04%
Legacy Wealth Managment LLC/ID
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID
19,604 $1.24M $1.36M $126,135.72 10.19%
RFA
Reyes Financial Architecture Inc. Reyes Financial Architecture Inc.
1,344 $81,339.95 $93,327.36 $11,987.41 14.74%
MWG
Martin Worley Group Martin Worley Group
15,545 $964,695.52 $1.08M $116,148.33 12.04%