Private Advisor Group LLC Has $25.05 Million Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Private Advisor Group LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 51.2% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 385,369 shares of the company’s stock after acquiring an additional 130,475 shares during the period. Private Advisor Group LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $25,049,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the stock. Ameritas Advisory Services LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 106.2% during the 3rd quarter. Ameritas Advisory Services LLC now owns 68,450 shares of the company’s stock valued at $4,449,000 after acquiring an additional 35,250 shares in the last quarter. Cary Street Partners Financial LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 8.1% in the 3rd quarter. Cary Street Partners Financial LLC now owns 290,975 shares of the company’s stock worth $18,913,000 after purchasing an additional 21,788 shares in the last quarter. Smallwood Wealth Investment Management LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 40.2% in the 3rd quarter. Smallwood Wealth Investment Management LLC now owns 74,265 shares of the company’s stock worth $4,827,000 after purchasing an additional 21,305 shares in the last quarter. Bank of Montreal Can raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 7,854.2% in the second quarter. Bank of Montreal Can now owns 1,909 shares of the company’s stock valued at $119,000 after purchasing an additional 1,885 shares during the last quarter. Finally, Grant Private Wealth Management Inc bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at about $2,394,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.4%

Shares of HELO stock opened at $66.18 on Tuesday. The firm has a market capitalization of $3.74 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58. The business’s 50-day moving average price is $66.75 and its 200-day moving average price is $65.83. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $56.11 and a 12 month high of $67.60.

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.