Saxony Capital Management LLC Has $1.42 Million Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Saxony Capital Management LLC cut its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 55.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 21,384 shares of the company’s stock after selling 26,323 shares during the quarter. Saxony Capital Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,421,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in HELO. Ameritas Advisory Services LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 106.2% in the 3rd quarter. Ameritas Advisory Services LLC now owns 68,450 shares of the company’s stock worth $4,449,000 after purchasing an additional 35,250 shares in the last quarter. Cary Street Partners Financial LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 8.1% during the 3rd quarter. Cary Street Partners Financial LLC now owns 290,975 shares of the company’s stock worth $18,913,000 after purchasing an additional 21,788 shares in the last quarter. Smallwood Wealth Investment Management LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 40.2% during the third quarter. Smallwood Wealth Investment Management LLC now owns 74,265 shares of the company’s stock worth $4,827,000 after purchasing an additional 21,305 shares during the period. Private Advisor Group LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 51.2% in the third quarter. Private Advisor Group LLC now owns 385,369 shares of the company’s stock valued at $25,049,000 after buying an additional 130,475 shares in the last quarter. Finally, Grant Private Wealth Management Inc acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at approximately $2,394,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.1%

Shares of HELO stock opened at $63.33 on Tuesday. The stock has a market cap of $3.57 billion, a P/E ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $56.11 and a 1 year high of $67.60. The stock has a 50 day simple moving average of $66.14 and a 200 day simple moving average of $65.88.

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.