10,815 JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Acquired by Aire Advisors LLC

Aire Advisors LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 6.7% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 171,520 shares of the company’s stock after acquiring an additional 10,815 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 1.9% of Aire Advisors LLC’s investment portfolio, making the stock its 17th largest position. Aire Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $11,864,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Forvis Mazars Wealth Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at approximately $251,123,000. Bank of America Corp DE grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 9.3% in the first quarter. Bank of America Corp DE now owns 2,420,158 shares of the company’s stock worth $154,672,000 after acquiring an additional 206,013 shares in the last quarter. Bank of New York Mellon Corp lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10.1% in the 1st quarter. Bank of New York Mellon Corp now owns 2,229,653 shares of the company’s stock valued at $142,497,000 after purchasing an additional 203,792 shares during the last quarter. Cetera Investment Advisers boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 70.8% in the first quarter. Cetera Investment Advisers now owns 1,584,346 shares of the company’s stock worth $101,256,000 after purchasing an additional 656,912 shares in the last quarter. Finally, Peterson Wealth Advisors LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 4.9% during the third quarter. Peterson Wealth Advisors LLC now owns 769,019 shares of the company’s stock valued at $53,193,000 after buying an additional 36,083 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of HELO stock opened at $69.78 on Thursday. The stock’s 50 day simple moving average is $69.49 and its 200 day simple moving average is $68.26. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $63.24 and a twelve month high of $70.23. The company has a market capitalization of $4.90 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56.

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.