36,257 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Purchased by Sun Financial Inc

Sun Financial Inc acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 36,257 shares of the company’s stock, valued at approximately $2,409,000. JPMorgan Hedged Equity Laddered Overlay ETF makes up about 1.3% of Sun Financial Inc’s holdings, making the stock its 18th largest position. Sun Financial Inc owned about 0.06% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of HELO. Brookstone Capital Management grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 22.8% during the 4th 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 during the last quarter. Ameritas Advisory Services LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 106.2% during the third 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 during the last quarter. Leo Wealth LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth $17,065,000. Aspire Capital Advisors LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.6% during the fourth quarter. Aspire Capital Advisors LLC now owns 194,718 shares of the company’s stock worth $12,935,000 after purchasing an additional 8,546 shares during the last quarter. Finally, Crewe Advisors LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.6% during the fourth quarter. Crewe Advisors LLC now owns 151,244 shares of the company’s stock worth $10,047,000 after purchasing an additional 13,196 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO stock opened at $67.54 on Monday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $59.43 and a 52-week high of $67.77. The stock’s fifty day simple moving average is $65.78 and its 200-day simple moving average is $66.05. The stock has a market capitalization of $4.01 billion, a price-to-earnings ratio of 25.99 and a beta of 0.59.

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.