Private Wealth Partners LLC Purchases New Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Private Wealth Partners LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 8,000 shares of the company’s stock, valued at approximately $553,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of HELO. Forvis Mazars Wealth Advisors LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at $251,123,000. Bank of America Corp DE raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 9.3% during the 1st quarter. Bank of America Corp DE now owns 2,420,158 shares of the company’s stock valued at $154,672,000 after purchasing an additional 206,013 shares during the last quarter. Bank of New York Mellon Corp raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 10.1% during the 1st quarter. Bank of New York Mellon Corp now owns 2,229,653 shares of the company’s stock valued at $142,497,000 after purchasing an additional 203,792 shares during the last quarter. Cetera Investment Advisers lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 70.8% in the 1st quarter. Cetera Investment Advisers now owns 1,584,346 shares of the company’s stock worth $101,256,000 after buying an additional 656,912 shares during the period. Finally, Peterson Wealth Advisors LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.9% in the 3rd quarter. Peterson Wealth Advisors LLC now owns 769,019 shares of the company’s stock worth $53,193,000 after buying an additional 36,083 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.4%

Shares of HELO stock traded down $0.31 during trading hours on Friday, reaching $68.83. The company’s stock had a trading volume of 160,129 shares, compared to its average volume of 334,920. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $63.24 and a one year high of $70.23. The stock has a market capitalization of $4.84 billion, a P/E ratio of 25.99 and a beta of 0.56. The firm’s fifty day simple moving average is $69.44 and its 200 day simple moving average is $68.30.

JPMorgan Hedged Equity Laddered Overlay ETF 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.