JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Bought by Campbell Deegan Wealth Management LLC

Campbell Deegan Wealth Management LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 21.1% in the third quarter, HoldingsChannel.com reports. The firm owned 231,084 shares of the company’s stock after buying an additional 40,296 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for about 13.4% of Campbell Deegan Wealth Management LLC’s investment portfolio, making the stock its 4th largest holding. Campbell Deegan Wealth Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $15,020,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Mcdonald Partners LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 33.0% in the 3rd quarter. Mcdonald Partners LLC now owns 9,307 shares of the company’s stock valued at $605,000 after buying an additional 2,307 shares in the last quarter. Cresset Asset Management LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at about $339,000. USAdvisors Wealth Management LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12.3% in the third quarter. USAdvisors Wealth Management LLC now owns 160,673 shares of the company’s stock valued at $10,443,000 after purchasing an additional 17,605 shares during the last quarter. BCGM Wealth Management LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.7% during the 3rd quarter. BCGM Wealth Management LLC now owns 6,510 shares of the company’s stock valued at $423,000 after acquiring an additional 291 shares during the period. Finally, Bright Futures Wealth Management LLC. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at about $2,426,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA HELO opened at $66.43 on Friday. 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 market cap of $3.75 billion, a PE ratio of 25.99 and a beta of 0.58. The stock has a fifty day moving average of $66.78 and a 200-day moving average of $65.77.

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.