JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Purchased by Peterson Wealth Advisors LLC

Peterson Wealth Advisors LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 8.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 684,554 shares of the company’s stock after acquiring an additional 54,301 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for approximately 6.1% of Peterson Wealth Advisors LLC’s portfolio, making the stock its 4th biggest position. Peterson Wealth Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $45,475,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the stock. First Horizon Corp purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at about $48,000. Larson Financial Group LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth approximately $58,000. Root Financial Partners LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at approximately $78,000. Foster Dykema Cabot & Partners LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at approximately $104,000. Finally, Ulland Investment Advisors LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 14.5% in the third quarter. Ulland Investment Advisors LLC now owns 2,370 shares of the company’s stock worth $154,000 after acquiring an additional 300 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.6%

NYSEARCA HELO opened at $64.65 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $56.11 and a 52 week high of $67.60. The stock has a market capitalization of $3.65 billion, a PE ratio of 25.99 and a beta of 0.58. The firm has a 50 day moving average of $66.43 and a two-hundred day moving average of $65.90.

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.