JPMorgan Hedged Equity Laddered Overlay ETF $HELO Holdings Raised by Pinnacle Associates Ltd.

Pinnacle Associates Ltd. boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 10.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 421,242 shares of the company’s stock after acquiring an additional 41,142 shares during the quarter. Pinnacle Associates Ltd.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $29,137,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of HELO. Harbor Asset Planning Inc. increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 9.8% in the 1st quarter. Harbor Asset Planning Inc. now owns 1,705 shares of the company’s stock worth $109,000 after purchasing an additional 152 shares during the period. CAP Partners LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.2% during the first quarter. CAP Partners LLC now owns 8,674 shares of the company’s stock valued at $554,000 after purchasing an additional 190 shares during the period. Mayfair Advisory Group LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 0.9% during the third quarter. Mayfair Advisory Group LLC now owns 24,554 shares of the company’s stock valued at $1,698,000 after purchasing an additional 207 shares during the period. Lewis Asset Management LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.2% during the first quarter. Lewis Asset Management LLC now owns 5,815 shares of the company’s stock valued at $372,000 after purchasing an additional 290 shares during the period. Finally, Roman Butler Fullerton & Co. grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.2% in the first quarter. Roman Butler Fullerton & Co. now owns 5,363 shares of the company’s stock worth $349,000 after purchasing an additional 312 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.2%

Shares of NYSEARCA HELO opened at $69.61 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $63.24 and a 52 week high of $70.23. The firm’s fifty day moving average is $69.49 and its 200 day moving average is $68.22. The company has a market cap of $4.89 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56.

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.