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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 |
|
|---|---|---|---|---|---|---|
| 201 |
CA
201
Continuum Advisory
Eagle,
Idaho
| $2.83K | +$2.67K | +45 | New |
|
| 202 |
MAM
202
Morse Asset Management
Darien,
Connecticut
| $1.53K | +$1.48K | +25 | New |
|
| 203 |
EWA
203
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.16K | – | – | – |
|
| 204 |
DFA
204
DHJJ Financial Advisors
Naperville,
Illinois
| $918 | +$770 | +13 | +650% |
|
| 205 |
B
205
Birchbrook
Bangor,
Maine
| $307 | +$296 | +5 | New |
|
| 206 |
AF
206
Allworth Financial
Folsom,
California
| $62 | – | – | – |
|
| 207 |
OMC
207
Old Mission Capital
Chicago,
Illinois
| – | -$2.19M | -37,347 | Closed |
|
| 208 |
CA
208
Crewe Advisors
Salt Lake City,
Utah
| – | -$1.68M | -28,697 | Closed |
|
| 209 |
IAIM
209
International Assets Investment Management
Orlando,
Florida
| – | -$274K | -4,675 | Closed |
|
| 210 |
VT
210
Vise Technologies
New York
| – | -$241K | -4,120 | Closed |
|
| 211 |
FNWA
211
Financial Network Wealth Advisors
Murray,
Utah
| – | -$225K | -3,841 | Closed |
|
| 212 |
TWP
212
Triad Wealth Partners
Lawrence,
Kansas
| – | -$10.7K | -183 | Closed |
|
| 213 |
213
Fidelity Investments
Boston,
Massachusetts
| – | -$59 | -1 | Closed |
|