JPMorgan Hedged Equity Laddered Overlay ETF $HELO Stock Holdings Raised by Soundwatch Capital LLC

Soundwatch Capital LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 98.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,875 shares of the company’s stock after purchasing an additional 10,353 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF comprises approximately 0.2% of Soundwatch Capital LLC’s portfolio, making the stock its 14th biggest holding. Soundwatch Capital LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,449,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Vima LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 20.7% in the third quarter. Vima LLC now owns 909 shares of the company’s stock valued at $63,000 after purchasing an additional 156 shares during the period. Signature Equity Partners LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 11.2% during the 3rd quarter. Signature Equity Partners LLC now owns 1,953 shares of the company’s stock valued at $135,000 after buying an additional 196 shares in the last quarter. Mayfair Advisory Group LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 0.9% in the 3rd quarter. Mayfair Advisory Group LLC now owns 24,554 shares of the company’s stock worth $1,698,000 after buying an additional 207 shares during the period. Cordgrass Capital Advisors LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 0.5% in the 3rd quarter. Cordgrass Capital Advisors LLC now owns 52,698 shares of the company’s stock worth $3,645,000 after buying an additional 243 shares during the period. Finally, Apollon Wealth Management LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 1.8% in the 3rd quarter. Apollon Wealth Management LLC now owns 16,646 shares of the company’s stock worth $1,151,000 after buying an additional 302 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 1.3%

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $68.80 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $63.24 and a 1-year high of $70.23. The firm has a market capitalization of $4.84 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. The firm has a 50 day simple moving average of $69.32 and a 200 day simple moving average of $67.77.

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.