JPMorgan Hedged Equity Laddered Overlay ETF $HELO Stock: Strategic Wealth Advisors LLC Boosts Position

Strategic Wealth Advisors LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 70.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 23,746 shares of the company’s stock after acquiring an additional 9,791 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for about 1.2% of Strategic Wealth Advisors LLC’s investment portfolio, making the stock its 24th largest holding. Strategic Wealth Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,643,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. CENTRAL TRUST Co bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at approximately $15,147,000. Fifth Third Bancorp raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 40.4% in the third quarter. Fifth Third Bancorp now owns 9,881 shares of the company’s stock worth $683,000 after purchasing an additional 2,843 shares in the last quarter. Renasant Bank bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter worth $1,256,000. Confluence Wealth Services Inc. raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 6.5% in the third quarter. Confluence Wealth Services Inc. now owns 4,818 shares of the company’s stock worth $333,000 after purchasing an additional 293 shares in the last quarter. Finally, Cpwa LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.4% during the 3rd quarter. Cpwa LLC now owns 6,134 shares of the company’s stock valued at $429,000 after buying an additional 200 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.2%

Shares of HELO stock opened at $68.99 on Friday. The company’s fifty day moving average price is $69.29 and its 200-day moving average price is $67.80. 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 12 month low of $63.24 and a 12 month high of $70.23.

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.