JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Acquired by UBS Group AG

UBS Group AG lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 30.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 896,778 shares of the company’s stock after buying an additional 210,517 shares during the quarter. UBS Group AG owned approximately 1.60% of JPMorgan Hedged Equity Laddered Overlay ETF worth $59,573,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of HELO. Jane Street Group LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 13.7% during the first quarter. Jane Street Group LLC now owns 80,796 shares of the company’s stock worth $4,822,000 after buying an additional 9,713 shares in the last quarter. NewEdge Advisors LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% during the second quarter. NewEdge Advisors LLC now owns 73,096 shares of the company’s stock worth $4,574,000 after buying an additional 23,263 shares in the last quarter. Raymond James Financial Inc. grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.7% during the second quarter. Raymond James Financial Inc. now owns 1,591,028 shares of the company’s stock worth $99,566,000 after buying an additional 140,094 shares in the last quarter. NCM Capital Management LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 30.3% during the second quarter. NCM Capital Management LLC now owns 20,003 shares of the company’s stock worth $1,252,000 after buying an additional 4,654 shares in the last quarter. Finally, Bank of America Corp DE grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.9% during the second quarter. Bank of America Corp DE now owns 1,677,251 shares of the company’s stock worth $104,962,000 after buying an additional 334,184 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA HELO opened at $67.55 on Wednesday. The company has a market cap of $4.01 billion, a PE ratio of 25.99 and a beta of 0.59. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $59.43 and a 12 month high of $67.77. The company has a 50-day simple moving average of $65.79 and a 200-day simple moving average of $66.07.

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.