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

Peterson Wealth Advisors LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 4.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 769,019 shares of the company’s stock after buying an additional 36,083 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises approximately 6.2% of Peterson Wealth Advisors LLC’s investment portfolio, making the stock its 3rd biggest position. Peterson Wealth Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $53,193,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the stock. LPL Financial LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 20.8% during the 4th quarter. LPL Financial LLC now owns 3,189,556 shares of the company’s stock worth $211,882,000 after buying an additional 549,559 shares during the period. Bank of America Corp DE raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.3% during the first quarter. Bank of America Corp DE now owns 2,420,158 shares of the company’s stock valued at $154,672,000 after acquiring an additional 206,013 shares during the period. Bank of New York Mellon Corp boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 10.1% in the 1st quarter. Bank of New York Mellon Corp now owns 2,229,653 shares of the company’s stock worth $142,497,000 after purchasing an additional 203,792 shares during the period. Cetera Investment Advisers raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 70.8% during the 1st quarter. Cetera Investment Advisers now owns 1,584,346 shares of the company’s stock valued at $101,256,000 after purchasing an additional 656,912 shares during the period. Finally, Focus Partners Wealth lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.2% in the fourth quarter. Focus Partners Wealth now owns 771,724 shares of the company’s stock valued at $50,539,000 after purchasing an additional 38,092 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.3%

NYSEARCA HELO traded down $0.20 during trading on Thursday, reaching $69.65. 184,254 shares of the company’s stock were exchanged, compared to its average volume of 337,015. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $63.24 and a fifty-two week high of $70.23. The company’s fifty day simple moving average is $69.43 and its 200-day simple moving average is $67.87. The firm has a market capitalization of $4.88 billion, a PE ratio of 25.99 and a beta of 0.56.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.