Sprinkle Financial Consultants LLC Grows Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Sprinkle Financial Consultants LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 40.3% during the 1st quarter, Holdings Channel.com reports. The firm owned 101,584 shares of the company’s stock after purchasing an additional 29,204 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 3.0% of Sprinkle Financial Consultants LLC’s investment portfolio, making the stock its 9th largest holding. Sprinkle Financial Consultants LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $6,492,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of HELO. Gilpin Wealth Management LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth $34,000. High Note Wealth LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $41,000. Larson Financial Group LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at $58,000. Godfrey Financial Associates Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $60,000. Finally, Hantz Financial Services Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $60,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $67.92 on Monday. 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 company has a market capitalization of $4.04 billion, a P/E ratio of 25.99 and a beta of 0.57. The company has a fifty day moving average of $67.43 and a 200 day moving average of $66.60.

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.