Mattson Financial Services LLC cut its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 39.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 25,904 shares of the company’s stock after selling 16,564 shares during the period. Mattson Financial Services LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,721,000 as of its most recent filing with the SEC.
Several other hedge funds and other institutional investors have also modified their holdings of the business. LPL Financial LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 20.8% in the 4th quarter. LPL Financial LLC now owns 3,189,556 shares of the company’s stock valued at $211,882,000 after buying an additional 549,559 shares during the period. Bank of America Corp DE boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 22.4% in the 3rd quarter. Bank of America Corp DE now owns 2,053,130 shares of the company’s stock valued at $133,453,000 after buying an additional 375,879 shares during the period. Bank of New York Mellon Corp boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 16.0% in the 4th quarter. Bank of New York Mellon Corp now owns 2,025,861 shares of the company’s stock valued at $134,578,000 after buying an additional 279,194 shares during the period. Wealth Enhancement Advisory Services LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.1% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 2,021,674 shares of the company’s stock valued at $135,392,000 after buying an additional 99,012 shares during the period. Finally, Raymond James Financial Inc. boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.7% in the 2nd quarter. Raymond James Financial Inc. now owns 1,591,028 shares of the company’s stock valued at $99,566,000 after buying an additional 140,094 shares during the period.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance
NYSEARCA HELO opened at $67.20 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $61.72 and a one year high of $68.22. The company has a 50-day simple moving average of $67.01 and a 200-day simple moving average of $66.53. The firm has a market capitalization of $3.99 billion, a PE ratio of 25.99 and a beta of 0.57.
About JPMorgan Hedged Equity Laddered Overlay ETF
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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