JPMorgan Hedged Equity Laddered Overlay ETF $HELO Stock: WealthPlan Investment Management LLC Increases Holdings

WealthPlan Investment Management LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 17.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 228,935 shares of the company’s stock after buying an additional 33,263 shares during the quarter. WealthPlan Investment Management LLC owned 0.33% of JPMorgan Hedged Equity Laddered Overlay ETF worth $15,835,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Riverchase Wealth Management LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at $1,720,000. Smallwood Wealth Investment Management LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 19.7% in the second quarter. Smallwood Wealth Investment Management LLC now owns 106,768 shares of the company’s stock valued at $7,215,000 after acquiring an additional 17,605 shares during the last quarter. Triad Wealth Partners LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 54.1% in the first quarter. Triad Wealth Partners LLC now owns 280,770 shares of the company’s stock valued at $17,944,000 after acquiring an additional 98,552 shares during the last quarter. Valmark Advisers Inc. raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 523.8% during the first quarter. Valmark Advisers Inc. now owns 75,728 shares of the company’s stock worth $4,840,000 after acquiring an additional 63,589 shares in the last quarter. Finally, USAdvisors Wealth Management LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7.5% during the first quarter. USAdvisors Wealth Management LLC now owns 122,850 shares of the company’s stock worth $7,780,000 after acquiring an additional 8,525 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.1%

Shares of HELO stock traded up $0.09 on Thursday, reaching $69.52. The company had a trading volume of 118,651 shares, compared to its average volume of 335,690. The stock has a market capitalization of $4.87 billion, a PE ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $63.24 and a one year high of $70.23. The business’s 50-day moving average is $69.51 and its 200 day moving average is $68.06.

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.