Stephens Inc. AR Has $545,000 Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Stephens Inc. AR lessened its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 54.2% in the first quarter, HoldingsChannel.com reports. The fund owned 8,533 shares of the company’s stock after selling 10,100 shares during the period. Stephens Inc. AR’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $545,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of HELO. Pinnacle Bancorp Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at about $29,000. HHM Wealth Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth approximately $31,000. Gilpin Wealth Management LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth approximately $34,000. High Note Wealth LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $41,000. Finally, Larson Financial Group LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at approximately $58,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.4%

Shares of HELO traded up $0.27 during mid-day trading on Friday, reaching $68.33. The company’s stock had a trading volume of 157,555 shares, compared to its average volume of 316,340. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $62.64 and a 1-year high of $68.35. The business has a 50-day simple moving average of $67.68 and a two-hundred day simple moving average of $66.75. The stock has a market cap of $3.99 billion, a P/E ratio of 25.99 and a beta of 0.57.

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.