JPMorgan Hedged Equity Laddered Overlay ETF $HELO Stock: Reyes Financial Architecture Inc. Trims Stake

Reyes Financial Architecture Inc. cut its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 92.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,345 shares of the company’s stock after selling 15,734 shares during the quarter. Reyes Financial Architecture Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $93,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Harbor Asset Planning Inc. increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 9.8% during the 1st quarter. Harbor Asset Planning Inc. now owns 1,705 shares of the company’s stock worth $109,000 after buying an additional 152 shares during the period. CAP Partners LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.2% in the first quarter. CAP Partners LLC now owns 8,674 shares of the company’s stock valued at $554,000 after acquiring an additional 190 shares during the period. Mayfair Advisory Group LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 0.9% in the third quarter. Mayfair Advisory Group LLC now owns 24,554 shares of the company’s stock valued at $1,698,000 after acquiring an additional 207 shares during the period. Lewis Asset Management LLC increased 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 acquiring an additional 290 shares during the period. Finally, Roman Butler Fullerton & Co. increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 6.2% during the first quarter. Roman Butler Fullerton & Co. now owns 5,363 shares of the company’s stock worth $349,000 after acquiring an additional 312 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.9%

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $69.14 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $63.24 and a twelve month high of $70.23. The company has a 50-day simple moving average of $69.47 and a two-hundred day simple moving average of $68.30. The stock has a market capitalization of $4.86 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56.

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.