MFG Investments LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 22,666 shares of the company’s stock, valued at approximately $1,568,000. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 1.8% of MFG Investments LLC’s investment portfolio, making the stock its 20th largest holding.
Several other institutional investors have also added to or reduced their stakes in HELO. Your Advocates Ltd. LLP acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at $29,000. Markowski Investments bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth $30,000. Vima LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 20.7% during the 3rd quarter. Vima LLC now owns 909 shares of the company’s stock worth $63,000 after buying an additional 156 shares during the period. Signature Equity Partners LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 38.8% during the first quarter. Signature Equity Partners LLC now owns 1,667 shares of the company’s stock worth $107,000 after buying an additional 466 shares in the last quarter. Finally, Oakworth Capital Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $137,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance
Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $68.96 on Wednesday. The firm has a 50-day moving average of $69.41 and a 200-day moving average of $67.72. The stock has a market cap of $4.86 billion, a PE ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $63.24 and a 52-week high of $70.23.
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.
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