20,756 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Bought by Partners Wealth Management LLC

Partners Wealth Management LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 20,756 shares of the company’s stock, valued at approximately $1,436,000.

A number of other large investors have also added to or reduced their stakes in the stock. Vima LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 20.7% during the 3rd quarter. Vima LLC now owns 909 shares of the company’s stock worth $63,000 after acquiring an additional 156 shares during the period. CAP Partners LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.2% during the 1st 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 lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 0.9% during the 3rd 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. Apollon Wealth Management LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.8% during the 3rd quarter. Apollon Wealth Management LLC now owns 16,646 shares of the company’s stock valued at $1,151,000 after acquiring an additional 302 shares during the period. Finally, Roman Butler Fullerton & Co. grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.2% during the 1st quarter. Roman Butler Fullerton & Co. now owns 5,363 shares of the company’s stock worth $349,000 after purchasing an additional 312 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO opened at $68.86 on Friday. The firm has a market cap of $4.86 billion, a P/E ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $63.24 and a 52-week high of $70.23. The business’s fifty day moving average is $69.43 and its 200-day moving average is $67.71.

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.