265,342 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Acquired by Apella Capital LLC

Apella Capital LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 265,342 shares of the company’s stock, valued at approximately $18,534,000. Apella Capital LLC owned 0.38% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Riverchase Wealth Management LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at about $1,720,000. LPL Financial LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 20.8% during the 4th quarter. LPL Financial LLC now owns 3,189,556 shares of the company’s stock worth $211,882,000 after acquiring an additional 549,559 shares in the last quarter. Smallwood Wealth Investment Management LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 19.7% in the 2nd quarter. Smallwood Wealth Investment Management LLC now owns 106,768 shares of the company’s stock valued at $7,215,000 after buying an additional 17,605 shares during the period. Triad Wealth Partners LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 54.1% in the 1st quarter. Triad Wealth Partners LLC now owns 280,770 shares of the company’s stock valued at $17,944,000 after purchasing an additional 98,552 shares in the last quarter. Finally, Valmark Advisers Inc. raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 523.8% in the 1st quarter. Valmark Advisers Inc. now owns 75,728 shares of the company’s stock valued at $4,840,000 after purchasing an additional 63,589 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.3%

JPMorgan Hedged Equity Laddered Overlay ETF stock traded down $0.19 during mid-day trading on Thursday, hitting $69.66. The company had a trading volume of 178,364 shares, compared to its average volume of 336,921. The business has a fifty day moving average of $69.43 and a 200 day moving average of $67.87. The stock has a market cap of $4.88 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $63.24 and a 1 year 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.