JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Sold by WealthPLAN Partners LLC

WealthPLAN Partners LLC lowered its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 18.1% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 92,584 shares of the company’s stock after selling 20,413 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF comprises 1.1% of WealthPLAN Partners LLC’s portfolio, making the stock its 18th largest position. WealthPLAN Partners LLC owned approximately 0.16% of JPMorgan Hedged Equity Laddered Overlay ETF worth $5,917,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of HELO. Pinnacle Bancorp Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth $29,000. HHM Wealth Advisors LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter valued at $31,000. Gilpin Wealth Management LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth $34,000. High Note Wealth LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth about $41,000. Finally, Godfrey Financial Associates Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth about $60,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA HELO opened at $67.84 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $62.64 and a one year high of $68.28. The company has a 50-day simple moving average of $67.63 and a 200-day simple moving average of $66.71. The firm has a market capitalization of $3.93 billion, a PE ratio of 25.99 and a beta of 0.57.

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.