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JPMorgan Hedged Equity Laddered Overlay ETF
HELO
HELO
69.69
USD
-0.03
0.04%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
-0.04%
5 days
0.53%
1 month
2.88%
3 months
2.52%
6 months
4.53%
Year to date
4.89%
1 year
8.38%
5 years
39.83%
10 years
39.83%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 351 |
BRWA
351
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$369K | -5,893 | Closed |
|
| 352 |
WA
352
WESPAC Advisors
Orinda,
California
| – | -$360K | -5,745 | Closed |
|
| 353 |
CA
353
Clearstead Advisors
Cleveland,
Ohio
| – | -$326K | -5,204 | Closed |
|
| 354 |
SWP
354
Sagespring Wealth Partners
Franklin,
Tennessee
| – | -$272K | -4,346 | Closed |
|
| 355 |
WC
355
Waterloo Capital
Austin,
Texas
| – | -$261K | -4,177 | Closed |
|
| 356 |
FIM
356
Freedom Investment Management
Hartford,
Connecticut
| – | -$244K | -3,897 | Closed |
|
| 357 |
NS
357
NBC Securities
Birmingham,
Alabama
| – | -$90K | -1,440 | Closed |
|
| 358 |
AW
358
Avion Wealth
The Woodlands,
Texas
| – | -$51K | -819 | Closed |
|
| 359 |
AG
359
AmeriFlex Group
Las Vegas,
Nevada
| – | -$28.1K | -451 | Closed |
|
| 360 |
UCB
360
United Community Bank
Greenville,
South Carolina
| – | -$11K | -175 | Closed |
|
| 361 |
CF
361
Concorde Financial
Dallas,
Texas
| – | -$9.39K | -150 | Closed |
|
| 362 |
CFD
362
Creative Financial Designs
Kokomo,
Indiana
| – | -$438 | -7 | Closed |
|