Patriot Financial Group Insurance Agency LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 99.2% in the 1st quarter, HoldingsChannel.com reports. The fund owned 62,736 shares of the company’s stock after purchasing an additional 31,246 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $4,009,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also made changes to their positions in the business. Harbor Asset Planning Inc. raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 9.8% in the 1st quarter. Harbor Asset Planning Inc. now owns 1,705 shares of the company’s stock valued at $109,000 after acquiring an additional 152 shares during the period. Lewis Asset Management LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 5.2% during the first quarter. Lewis Asset Management LLC now owns 5,815 shares of the company’s stock worth $372,000 after purchasing an additional 290 shares during the period. Pinnacle Wealth Management Advisory Group LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 106.2% during the first quarter. Pinnacle Wealth Management Advisory Group LLC now owns 185,430 shares of the company’s stock worth $11,851,000 after purchasing an additional 95,513 shares during the period. ADG Wealth Management Group LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth $178,000. Finally, Fiduciary Alliance LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12.1% in the first quarter. Fiduciary Alliance LLC now owns 101,191 shares of the company’s stock valued at $6,748,000 after purchasing an additional 10,956 shares during the last quarter.
JPMorgan Hedged Equity Laddered Overlay ETF Price Performance
Shares of HELO opened at $67.08 on Monday. The firm has a market capitalization of $3.99 billion, a PE ratio of 25.99 and a beta of 0.57. The company’s 50-day moving average is $67.55 and its 200-day moving average is $66.64. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $62.36 and a fifty-two week high of $68.28.
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.
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Want to see what other hedge funds are holding HELO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report).
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