Coppell Advisory Solutions LLC Acquires New Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Coppell Advisory Solutions LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the second quarter, Holdings Channel reports. The firm bought 57,923 shares of the company’s stock, valued at approximately $3,914,000. JPMorgan Hedged Equity Laddered Overlay ETF accounts for approximately 0.7% of Coppell Advisory Solutions LLC’s investment portfolio, making the stock its 27th largest position.

Other large investors also recently bought and sold shares of the company. Your Advocates Ltd. LLP acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter valued at approximately $29,000. Pinnacle Bancorp Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth $29,000. HHM Wealth Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter valued at $31,000. Gilpin Wealth Management LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at $34,000. Finally, High Note Wealth LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at $41,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA HELO opened at $69.47 on Thursday. The company has a market cap of $4.69 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. The stock’s fifty day moving average price is $68.63 and its 200 day moving average price is $67.31. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $63.24 and a 1 year high of $70.23.

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.