Kestra Advisory Services LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 25.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 152,645 shares of the company’s stock after purchasing an additional 31,302 shares during the period. Kestra Advisory Services LLC owned 0.26% of JPMorgan Hedged Equity Laddered Overlay ETF worth $9,756,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently bought and sold shares of HELO. Jane Street Group LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 13.7% during the 1st quarter. Jane Street Group LLC now owns 80,796 shares of the company’s stock worth $4,822,000 after purchasing an additional 9,713 shares in the last quarter. NewEdge Advisors LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the second quarter. NewEdge Advisors LLC now owns 73,096 shares of the company’s stock worth $4,574,000 after buying an additional 23,263 shares during the last quarter. Raymond James Financial Inc. increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 9.7% in the second quarter. Raymond James Financial Inc. now owns 1,591,028 shares of the company’s stock worth $99,566,000 after buying an additional 140,094 shares during the last quarter. NCM Capital Management LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 30.3% during the second quarter. NCM Capital Management LLC now owns 20,003 shares of the company’s stock valued at $1,252,000 after acquiring an additional 4,654 shares in the last quarter. Finally, Bank of America Corp DE raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 24.9% during the second quarter. Bank of America Corp DE now owns 1,677,251 shares of the company’s stock valued at $104,962,000 after acquiring an additional 334,184 shares in the last quarter.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.5%
NYSEARCA HELO opened at $68.01 on Tuesday. The stock has a market capitalization of $3.97 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 $62.64 and a 12-month high of $68.35. The company has a 50 day moving average price of $67.69 and a two-hundred day moving average price of $66.76.
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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