Oppenheimer & Co. Inc. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 47,832 shares of the company’s stock, valued at approximately $3,309,000. Oppenheimer & Co. Inc. owned about 0.07% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Your Advocates Ltd. LLP purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter worth $29,000. Markowski Investments purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter valued at $30,000. Vima LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 20.7% during the 3rd quarter. Vima LLC now owns 909 shares of the company’s stock valued at $63,000 after buying an additional 156 shares during the period. Signature Equity Partners LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 38.8% during the 1st quarter. Signature Equity Partners LLC now owns 1,667 shares of the company’s stock valued at $107,000 after buying an additional 466 shares during the period. Finally, Center for Financial Planning Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth $149,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 1.2%
Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $68.86 on Friday. The company’s fifty day simple moving average is $69.43 and its two-hundred day simple moving average is $67.71. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $63.24 and a 12-month high of $70.23. The firm has a market cap of $4.86 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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