Corient Private Wealth LLC Makes New $915,000 Investment in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Corient Private Wealth LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 13,768 shares of the company’s stock, valued at approximately $915,000.

Several other large investors have also recently made changes to their positions in the stock. Brookstone Capital Management grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 22.8% in the fourth quarter. Brookstone Capital Management now owns 240,598 shares of the company’s stock valued at $15,983,000 after buying an additional 44,712 shares in the last quarter. Aspire Capital Advisors LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 4.6% during the 4th quarter. Aspire Capital Advisors LLC now owns 194,718 shares of the company’s stock worth $12,935,000 after buying an additional 8,546 shares in the last quarter. Leo Wealth LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at approximately $17,065,000. Pinnacle Wealth Management Advisory Group LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 53.0% in the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 89,917 shares of the company’s stock valued at $5,973,000 after buying an additional 31,144 shares during the period. Finally, Capital Investment Advisory Services LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 107.9% in the fourth quarter. Capital Investment Advisory Services LLC now owns 44,368 shares of the company’s stock worth $2,947,000 after acquiring an additional 23,032 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $67.59 on Friday. The firm has a market capitalization of $3.91 billion, a P/E ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $62.64 and a twelve month high of $68.28. The stock’s fifty day simple moving average is $67.60 and its 200-day simple moving average is $66.67.

JPMorgan Hedged Equity Laddered Overlay ETF 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.