Larch Capital Partners LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund bought 41,487 shares of the company’s stock, valued at approximately $2,756,000. JPMorgan Hedged Equity Laddered Overlay ETF accounts for about 0.4% of Larch Capital Partners LLC’s portfolio, making the stock its 18th biggest position.
A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Gilpin Wealth Management LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $34,000. High Note Wealth LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth approximately $41,000. Godfrey Financial Associates Inc. acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth approximately $60,000. Larson Financial Group LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at approximately $58,000. Finally, Hantz Financial Services Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at approximately $60,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.4%
NYSEARCA HELO opened at $67.92 on Friday. The stock has a market capitalization of $4.04 billion, a PE ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $61.77 and a 12-month high of $68.28. The company has a 50 day moving average price of $67.37 and a two-hundred day moving average price of $66.59.
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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Want to see what other hedge funds are holding HELO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report).
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