WealthPlan Investment Management LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 17.0% in the third quarter, Holdings Channel.com reports. The firm owned 228,935 shares of the company’s stock after purchasing an additional 33,263 shares during the quarter. WealthPlan Investment Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $15,835,000 at the end of the most recent reporting period.
Several other large investors have also recently bought and sold shares of the company. Alliance Wealth Advisors LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 26.0% during the third quarter. Alliance Wealth Advisors LLC now owns 4,850 shares of the company’s stock valued at $335,000 after purchasing an additional 1,000 shares in the last quarter. Signal Advisors Wealth LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 65.6% in the third quarter. Signal Advisors Wealth LLC now owns 43,578 shares of the company’s stock valued at $3,014,000 after buying an additional 17,258 shares during the period. Mechanics Bank Trust Department acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at approximately $1,146,000. Forvis Mazars Wealth Advisors LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at approximately $251,123,000. Finally, Avior Wealth Management LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at approximately $11,639,000.
JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.1%
NYSEARCA:HELO traded up $0.09 during mid-day trading on Thursday, hitting $69.52. 118,651 shares of the company’s stock were exchanged, compared to its average volume of 335,690. The company has a 50 day simple moving average of $69.51 and a 200-day simple moving average of $68.06. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $63.24 and a fifty-two week high of $70.23. The firm has a market capitalization of $4.87 billion, a P/E ratio of 25.99 and a beta of 0.56.
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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