41,487 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Acquired by Larch Capital Partners LLC

Larch Capital Partners LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 41,487 shares of the company’s stock, valued at approximately $2,756,000. JPMorgan Hedged Equity Laddered Overlay ETF comprises 0.4% of Larch Capital Partners LLC’s investment portfolio, making the stock its 18th largest position. Larch Capital Partners LLC owned approximately 0.07% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Gilpin Wealth Management LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $34,000. High Note Wealth LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at $41,000. Larson Financial Group LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at $58,000. Godfrey Financial Associates Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth $60,000. Finally, Hantz Financial Services Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth $60,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA:HELO opened at $67.92 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $61.77 and a fifty-two week high of $68.28. The stock’s 50-day moving average is $67.37 and its two-hundred day moving average is $66.59. The stock has a market cap of $4.04 billion, a PE ratio of 25.99 and a beta of 0.57.

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.