JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Newly Bought by Avidian Wealth Enterprises LLC

Avidian Wealth Enterprises LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 147,481 shares of the company’s stock, valued at approximately $10,201,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of HELO. Peterson Wealth Advisors LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.9% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 769,019 shares of the company’s stock valued at $53,193,000 after purchasing an additional 36,083 shares during the last quarter. Baker Tilly Wealth Management LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 11.9% during the 3rd quarter. Baker Tilly Wealth Management LLC now owns 17,299 shares of the company’s stock valued at $1,197,000 after buying an additional 1,844 shares in the last quarter. Archford Capital Strategies LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 9.0% in the second quarter. Archford Capital Strategies LLC now owns 157,859 shares of the company’s stock valued at $10,668,000 after buying an additional 13,009 shares during the last quarter. Capital Analysts LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 18.3% in the second quarter. Capital Analysts LLC now owns 21,571 shares of the company’s stock valued at $1,458,000 after buying an additional 3,342 shares during the last quarter. Finally, Pinnacle Wealth Management Advisory Group LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 58.0% in the second quarter. Pinnacle Wealth Management Advisory Group LLC now owns 293,065 shares of the company’s stock worth $19,805,000 after acquiring an additional 107,635 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.3%

Shares of HELO stock traded down $0.19 during trading hours on Thursday, reaching $69.66. 178,364 shares of the company’s stock were exchanged, compared to its average volume of 336,921. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $63.24 and a 1 year high of $70.23. The stock has a market cap of $4.88 billion, a PE ratio of 25.99 and a beta of 0.56. The stock’s fifty day moving average price is $69.43 and its two-hundred day moving average price is $67.87.

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.