JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Newly Bought by Private Wealth Partners LLC

Private Wealth Partners LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 3rd quarter, Holdings Channel.com reports. The institutional investor purchased 8,000 shares of the company’s stock, valued at approximately $553,000.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Brookstone Capital Management bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at approximately $25,700,000. SeaCrest Wealth Management LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.8% in the 3rd quarter. SeaCrest Wealth Management LLC now owns 5,247 shares of the company’s stock worth $363,000 after acquiring an additional 334 shares in the last quarter. JSF Financial LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.7% in the 3rd quarter. JSF Financial LLC now owns 15,651 shares of the company’s stock worth $1,083,000 after acquiring an additional 417 shares in the last quarter. Aire Advisors LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.7% in the 3rd quarter. Aire Advisors LLC now owns 171,520 shares of the company’s stock worth $11,864,000 after acquiring an additional 10,815 shares in the last quarter. Finally, Crossmark Global Holdings Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at approximately $939,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of HELO traded down $0.31 on Friday, reaching $68.83. The stock had a trading volume of 160,129 shares, compared to its average volume of 334,920. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $63.24 and a 12-month high of $70.23. The firm has a market capitalization of $4.84 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. The company has a 50-day simple moving average of $69.44 and a 200-day simple moving average of $68.30.

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.