JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Newly Bought by WealthPLAN Partners LLC

WealthPLAN Partners LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the third quarter, Holdings Channel reports. The firm purchased 71,813 shares of the company’s stock, valued at approximately $4,967,000.

Several other large investors also recently bought and sold shares of HELO. Your Advocates Ltd. LLP acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at about $29,000. Pinnacle Bancorp Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth approximately $29,000. Markowski Investments acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth approximately $30,000. HHM Wealth Advisors LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth approximately $31,000. Finally, Signature Equity Partners LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 38.8% in the first quarter. Signature Equity Partners LLC now owns 1,667 shares of the company’s stock valued at $107,000 after purchasing an additional 466 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of HELO stock traded up $0.21 during trading hours on Thursday, reaching $69.64. The company had a trading volume of 133,395 shares, compared to its average volume of 335,851. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $63.24 and a 12-month high of $70.23. The company has a market capitalization of $4.88 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. The stock has a fifty day moving average of $69.51 and a 200-day moving average of $68.06.

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.