JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Sold by Renaissance Technologies LLC

Renaissance Technologies LLC lessened its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 61.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,621 shares of the company’s stock after selling 7,279 shares during the quarter. Renaissance Technologies LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $295,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. LPL Financial LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 20.8% in the 4th quarter. LPL Financial LLC now owns 3,189,556 shares of the company’s stock worth $211,882,000 after purchasing an additional 549,559 shares during the last quarter. Bank of New York Mellon Corp boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10.1% during the first quarter. Bank of New York Mellon Corp now owns 2,229,653 shares of the company’s stock worth $142,497,000 after buying an additional 203,792 shares during the period. Bank of America Corp DE boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 22.4% during the third quarter. Bank of America Corp DE now owns 2,053,130 shares of the company’s stock worth $133,453,000 after buying an additional 375,879 shares during the period. Raymond James Financial Inc. grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% in the 4th quarter. Raymond James Financial Inc. now owns 1,742,174 shares of the company’s stock worth $115,733,000 after buying an additional 365,572 shares in the last quarter. Finally, Cetera Investment Advisers grew 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 in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.0%

Shares of HELO opened at $69.59 on Thursday. The firm has a market capitalization of $4.70 billion, a PE ratio of 25.99 and a beta of 0.56. The firm has a 50-day moving average price of $68.26 and a 200 day moving average price of $67.14. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $63.24 and a 52-week high of $70.23.

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.