Clarity Retirement & Wealth LLC Buys New Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Clarity Retirement & Wealth LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 38,388 shares of the company’s stock, valued at approximately $2,550,000. JPMorgan Hedged Equity Laddered Overlay ETF comprises approximately 2.2% of Clarity Retirement & Wealth LLC’s investment portfolio, making the stock its 11th biggest position. Clarity Retirement & Wealth LLC owned about 0.07% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. High Note Wealth LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $41,000. Godfrey Financial Associates Inc. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $60,000. Larson Financial Group LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth about $58,000. Hantz Financial Services Inc. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $60,000. Finally, Foster Dykema Cabot & Partners LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth approximately $104,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.0%

NYSEARCA HELO opened at $67.33 on Tuesday. The stock has a market cap of $4.00 billion, a PE ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $61.72 and a fifty-two week high of $68.22. The business has a 50 day moving average price of $66.80 and a two-hundred day moving average price of $66.47.

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.