JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Hits New 52-Week High – Still a Buy?

JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELOGet Free Report) reached a new 52-week high on Friday . The stock traded as high as $68.48 and last traded at $68.48, with a volume of 173373 shares traded. The stock had previously closed at $68.01.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.6%

The stock has a market capitalization of $4.62 billion, a price-to-earnings ratio of 25.99 and a beta of 0.57. The business has a 50 day simple moving average of $67.73 and a 200-day simple moving average of $66.87.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Pinnacle Bancorp Inc. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at approximately $29,000. Your Advocates Ltd. LLP purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth approximately $29,000. HHM Wealth Advisors LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at $31,000. Gilpin Wealth Management LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $34,000. Finally, High Note Wealth LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $41,000.

JPMorgan Hedged Equity Laddered Overlay ETF Company Profile

(Get Free Report)

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.

Further Reading

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