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 (%)
BM
Berkeley Meredith Hughes Financial Services LLC
100,541 $6.15M $6.82M $669,838.85 10.89%
CS
Corrie Scoby Coordinated Financial Services Inc.
45,893 $2.89M $3.11M $224,170.04 7.76%
RCM
Riggs Capital Management LLC Riggs Capital Management LLC
5,186 $321,749 $351,714.52 $29,965.52 9.31%
Riverchase Wealth Management LLC
Riverchase Wealth Management LLC Riverchase Wealth Management LLC
26,914 $1.72M $1.83M $105,218.48 6.12%
CMP
Craig M. Pesce Marshall & Sterling Wealth Advisors Inc.
56,620 $3.71M $3.84M $126,740.23 3.42%
GPW
Grant Private Wealth Management Inc. Grant Private Wealth Management Inc.
29,448 $1.92M $2M $78,835.62 4.11%
SC
Shawn Clark Accredited Wealth Management LLC
235 $14,757 $15,941.22 $1,184.22 8.02%
OWA
Oak Wealth Advisors LLC Oak Wealth Advisors LLC
113,365 $7.02M $7.69M $674,293.26 9.61%
Ameriflex Group Inc.
Ameriflex Group Inc. Ameriflex Group Inc.
26 $1,727 $1,763.97 $36.97 2.14%
Tim Thomas
Tim Thomas Members Wealth LLC
15,349 $976,699.28 $1.04M $64,653.62 6.62%
CDW
Campbell Deegan Wealth Management LLC Campbell Deegan Wealth Management LLC
264,937 $16.61M $17.97M $1.36M 8.2%
Linda M. Cash
Linda M. Cash Hicks Capital Management LLC
15,358 $964,717.93 $1.04M $78,704.59 8.16%
MWM
Mascagni Wealth Management Inc. Mascagni Wealth Management Inc.
14,860 $927,019.05 $1.01M $82,569.35 8.91%
Integrity Investment Advisors LLC
Integrity Investment Advisors LLC Integrity Investment Advisors LLC
15,540 $970,444.89 $1.06M $84,876.51 8.75%
Birchbrook Inc.
Birchbrook Inc. Birchbrook Inc.
5 $307 $339.6 $32.6 10.62%
Longview Financial Advisors LLC
Longview Financial Advisors LLC Longview Financial Advisors LLC
288,873 $18.21M $19.58M $1.37M 7.53%
Harbor Asset Planning Inc.
Harbor Asset Planning Inc. Harbor Asset Planning Inc.
1,705 $107,220.99 $115,803.6 $8,582.61 8%
Jon Lewis
Jon Lewis Midwest Trust Co
3,500 $232,505 $237,720 $5,215 2.24%
BLVD Private Wealth LLC
BLVD Private Wealth LLC BLVD Private Wealth LLC
6,729 $421,100.84 $457,033.68 $35,932.84 8.53%