Focus Partners Wealth Boosts Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Focus Partners Wealth increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 5.2% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 771,724 shares of the company’s stock after buying an additional 38,092 shares during the period. Focus Partners Wealth owned 1.37% of JPMorgan Hedged Equity Laddered Overlay ETF worth $50,539,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in 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 purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth $41,000. Larson Financial Group LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter worth $58,000. Godfrey Financial Associates Inc. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth $60,000. Finally, Hantz Financial Services Inc. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth $60,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of HELO stock opened at $67.96 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $61.72 and a 52-week high of $68.28. The company has a market capitalization of $4.04 billion, a PE ratio of 25.99 and a beta of 0.57. The business’s fifty day moving average is $67.15 and its 200 day moving average is $66.55.

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.