Partners Wealth Management LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 20,756 shares of the company’s stock, valued at approximately $1,436,000.
Several other large investors have also made changes to their positions in the company. Your Advocates Ltd. LLP bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at approximately $29,000. Markowski Investments acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter valued at approximately $30,000. Vima LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 20.7% during the third quarter. Vima LLC now owns 909 shares of the company’s stock worth $63,000 after purchasing an additional 156 shares during the last quarter. Signature Equity Partners LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 38.8% during the first quarter. Signature Equity Partners LLC now owns 1,667 shares of the company’s stock worth $107,000 after purchasing an additional 466 shares during the last quarter. Finally, Oakworth Capital Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $137,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance
Shares of HELO stock opened at $68.86 on Friday. The stock’s fifty day moving average price is $69.43 and its two-hundred day moving average price is $67.71. The company 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 has a fifty-two week low of $63.24 and a fifty-two week high of $70.23.
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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