Saxony Capital Management LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 10,183 shares of the company’s stock, valued at approximately $704,000.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. WealthPLAN Partners LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at $4,967,000. WealthPlan Investment Management LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 17.0% during the third quarter. WealthPlan Investment Management LLC now owns 228,935 shares of the company’s stock worth $15,835,000 after purchasing an additional 33,263 shares during the period. Alliance Wealth Advisors LLC lifted its holdings 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 worth $335,000 after purchasing an additional 1,000 shares during the period. Signal Advisors Wealth LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 65.6% during the third quarter. Signal Advisors Wealth LLC now owns 43,578 shares of the company’s stock worth $3,014,000 after purchasing an additional 17,258 shares during the period. Finally, Mechanics Bank Trust Department acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $1,146,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.3%
Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $69.67 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $63.24 and a twelve month high of $70.23. The stock has a market cap of $4.88 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. The company’s fifty day moving average is $69.51 and its 200 day moving average is $68.10.
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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