Private Advisor Group LLC Acquires 130,475 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Private Advisor Group LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 51.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 385,369 shares of the company’s stock after buying an additional 130,475 shares during the period. Private Advisor Group LLC owned 0.71% of JPMorgan Hedged Equity Laddered Overlay ETF worth $25,049,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also made changes to their positions in the stock. First Horizon Corp acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth approximately $48,000. Assetmark Inc. increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% during the 2nd quarter. Assetmark Inc. now owns 893 shares of the company’s stock worth $56,000 after acquiring an additional 175 shares during the period. Root Financial Partners LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $78,000. Foster Dykema Cabot & Partners LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $104,000. Finally, Bank of Montreal Can lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7,854.2% during the 2nd quarter. Bank of Montreal Can now owns 1,909 shares of the company’s stock valued at $119,000 after acquiring an additional 1,885 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA:HELO opened at $66.18 on Tuesday. The company has a market cap of $3.74 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $56.11 and a fifty-two week high of $67.60. The stock has a fifty day moving average price of $66.75 and a 200-day moving average price of $65.83.

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.