Great Valley Advisor Group Inc. decreased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 28.0% in the fourth quarter, HoldingsChannel reports. The firm owned 210,328 shares of the company’s stock after selling 81,787 shares during the quarter. Great Valley Advisor Group Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $13,972,000 at the end of the most recent reporting period.
Other institutional investors have also recently made changes to their positions in the company. Brookstone Capital Management grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 22.8% during the fourth quarter. Brookstone Capital Management now owns 240,598 shares of the company’s stock valued at $15,983,000 after purchasing an additional 44,712 shares in the last quarter. Ameritas Advisory Services LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 106.2% during the third quarter. Ameritas Advisory Services LLC now owns 68,450 shares of the company’s stock valued at $4,449,000 after purchasing an additional 35,250 shares in the last quarter. Aspire Capital Advisors LLC grew its position in 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 worth $12,935,000 after acquiring an additional 8,546 shares in the last quarter. Leo Wealth LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth about $17,065,000. Finally, Capital Investment Advisory Services LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 107.9% in the fourth quarter. Capital Investment Advisory Services LLC now owns 44,368 shares of the company’s stock worth $2,947,000 after acquiring an additional 23,032 shares in the last quarter.
JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.4%
HELO opened at $67.20 on Friday. The firm has a market cap of $3.99 billion, a P/E ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $61.72 and a 12 month high of $68.22. The stock has a 50-day moving average of $67.01 and a 200 day moving average of $66.53.
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.
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