Royal Bank of Canada grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 3.9% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 511,303 shares of the company’s stock after buying an additional 19,064 shares during the quarter. Royal Bank of Canada’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $32,677,000 as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds and other institutional investors have also recently modified their holdings of the company. Pinnacle Bancorp Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at approximately $29,000. Your Advocates Ltd. LLP purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter worth $29,000. HHM Wealth Advisors LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter worth $31,000. Gilpin Wealth Management LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $34,000. Finally, High Note Wealth LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $41,000.
JPMorgan Hedged Equity Laddered Overlay ETF Price Performance
Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $69.02 on Tuesday. The firm has a market cap of $4.66 billion, a PE ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $62.92 and a 1 year high of $69.09. The stock has a fifty day moving average price of $67.76 and a 200-day moving average price of $66.88.
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.
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