YHB Investment Advisors Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 28,914 shares of the company’s stock, valued at approximately $2,000,000.
Other hedge funds have also recently modified their holdings of the company. Apella Capital LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth approximately $18,534,000. Avidian Wealth Enterprises LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at approximately $10,201,000. Peterson Wealth Advisors LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 4.9% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 769,019 shares of the company’s stock valued at $53,193,000 after purchasing an additional 36,083 shares in the last quarter. Baker Tilly Wealth Management LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 11.9% in the third quarter. Baker Tilly Wealth Management LLC now owns 17,299 shares of the company’s stock worth $1,197,000 after buying an additional 1,844 shares during the last quarter. Finally, Archford Capital Strategies LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.0% during the second quarter. Archford Capital Strategies LLC now owns 157,859 shares of the company’s stock worth $10,668,000 after buying an additional 13,009 shares during the period.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance
HELO stock traded down $0.23 during midday trading on Thursday, reaching $69.62. The stock had a trading volume of 205,949 shares, compared to its average volume of 337,114. The firm has a fifty day simple moving average of $69.43 and a two-hundred day simple moving average of $67.87. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $63.24 and a 52-week high of $70.23. The stock has a market cap of $4.88 billion, a PE ratio of 25.99 and a beta of 0.56.
JPMorgan Hedged Equity Laddered Overlay ETF 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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