64,376 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Acquired by Mach 1 Financial Group LLC

Mach 1 Financial Group LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 64,376 shares of the company’s stock, valued at approximately $4,277,000. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 0.9% of Mach 1 Financial Group LLC’s holdings, making the stock its 26th largest holding. Mach 1 Financial Group LLC owned 0.11% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of HELO. High Note Wealth LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth approximately $41,000. Larson Financial Group LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter worth $58,000. Root Financial Partners LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter worth $78,000. Foster Dykema Cabot & Partners LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $104,000. Finally, LRI Investments LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth $126,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.2%

Shares of NYSEARCA HELO opened at $67.84 on Thursday. The company’s fifty day moving average is $66.05 and its 200-day moving average is $66.25. The stock has a market cap of $4.03 billion, a price-to-earnings ratio of 25.99 and a beta of 0.59. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $60.29 and a twelve month high of $68.00.

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.