22,666 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Bought by MFG Investments LLC

MFG Investments 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 22,666 shares of the company’s stock, valued at approximately $1,568,000. JPMorgan Hedged Equity Laddered Overlay ETF accounts for approximately 1.8% of MFG Investments LLC’s holdings, making the stock its 20th largest holding.

Several other institutional investors have also made changes to their positions in the stock. Your Advocates Ltd. LLP acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth approximately $29,000. Markowski Investments bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth $30,000. 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. Signature Equity Partners LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 38.8% in the 1st quarter. Signature Equity Partners LLC now owns 1,667 shares of the company’s stock valued at $107,000 after acquiring an additional 466 shares in the last quarter. Finally, Oakworth Capital Inc. acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $137,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA HELO opened at $68.96 on Wednesday. The business has a fifty day moving average price of $69.41 and a two-hundred day moving average price of $67.72. The stock has a market capitalization of $4.86 billion, a PE ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $63.24 and a fifty-two week high of $70.23.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.