Cooper Financial Group cut its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 30.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 63,317 shares of the company’s stock after selling 28,291 shares during the period. Cooper Financial Group owned approximately 0.11% of JPMorgan Hedged Equity Laddered Overlay ETF worth $4,279,000 as of its most recent SEC filing.
Several other institutional investors have also added to or reduced their stakes in the company. Avior Wealth Management LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 0.7% in the 2nd quarter. Avior Wealth Management LLC now owns 173,665 shares of the company’s stock worth $11,736,000 after acquiring an additional 1,237 shares during the last quarter. CoreCap Advisors LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 36.0% during the 2nd quarter. CoreCap Advisors LLC now owns 8,145 shares of the company’s stock valued at $550,000 after acquiring an additional 2,158 shares during the last quarter. Sincerus Advisory LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10.6% during the 2nd quarter. Sincerus Advisory LLC now owns 45,099 shares of the company’s stock valued at $3,048,000 after acquiring an additional 4,316 shares during the last quarter. WNY Asset Management LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth $782,000. Finally, Mascagni Wealth Management Inc. lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 13.5% in the 1st quarter. Mascagni Wealth Management Inc. now owns 14,860 shares of the company’s stock valued at $950,000 after acquiring an additional 1,765 shares during the last quarter.
JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.1%
HELO opened at $69.69 on Friday. The stock has a 50-day moving average of $67.86 and a 200 day moving average of $66.94. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $63.08 and a 12 month high of $69.93. The firm has a market cap of $4.71 billion, a P/E 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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