Legacy CG LLC Sells 245,993 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Legacy CG LLC reduced its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 98.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,910 shares of the company’s stock after selling 245,993 shares during the period. Legacy CG LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $326,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also made changes to their positions in the company. Brookstone Capital Management boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 22.8% in the fourth quarter. Brookstone Capital Management now owns 240,598 shares of the company’s stock valued at $15,983,000 after buying an additional 44,712 shares during the period. Ameritas Advisory Services LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 106.2% in the third quarter. Ameritas Advisory Services LLC now owns 68,450 shares of the company’s stock valued at $4,449,000 after buying an additional 35,250 shares during the period. Aspire Capital Advisors LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.6% in the fourth quarter. Aspire Capital Advisors LLC now owns 194,718 shares of the company’s stock valued at $12,935,000 after buying an additional 8,546 shares during the period. Leo Wealth LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth $17,065,000. Finally, Crewe Advisors LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 9.6% during the fourth quarter. Crewe Advisors LLC now owns 151,244 shares of the company’s stock worth $10,047,000 after purchasing an additional 13,196 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA HELO opened at $67.12 on Friday. The business has a fifty day moving average price of $65.72 and a two-hundred day moving average price of $65.90. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $57.45 and a fifty-two week high of $67.60. The stock has a market capitalization of $3.96 billion, a PE ratio of 25.99 and a beta of 0.60.

JPMorgan Hedged Equity Laddered Overlay ETF Company Profile

The JPMorgan Hedged Equity Laddered Overlay ETF JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund that mostly invests in large cap equity. The fund actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies HELO was launched on Sep 28, 2023 and is issued by JPMorgan Chase.