HTG Investment Advisors Inc. Has $17.14 Million Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

HTG Investment Advisors Inc. grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 3.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 257,952 shares of the company’s stock after acquiring an additional 8,869 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 5.3% of HTG Investment Advisors Inc.’s portfolio, making the stock its 8th biggest holding. HTG Investment Advisors Inc. owned approximately 0.46% of JPMorgan Hedged Equity Laddered Overlay ETF worth $17,136,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently modified their holdings of the company. First Horizon Corp bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth $48,000. Larson Financial Group LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at about $58,000. Root Financial Partners LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at about $78,000. Foster Dykema Cabot & Partners LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at about $104,000. Finally, N.E.W. Advisory Services LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12.2% in the fourth quarter. N.E.W. Advisory Services LLC now owns 1,963 shares of the company’s stock valued at $130,000 after buying an additional 213 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.0%

Shares of HELO stock opened at $67.54 on Friday. The stock has a 50-day moving average of $65.78 and a 200-day moving average of $66.04. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $59.43 and a 1-year high of $67.77. The stock has a market cap of $4.01 billion, a price-to-earnings ratio of 25.99 and a beta of 0.59.

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.