Clarity Retirement & Wealth LLC Buys Shares of 38,388 JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Clarity Retirement & Wealth LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 38,388 shares of the company’s stock, valued at approximately $2,550,000. JPMorgan Hedged Equity Laddered Overlay ETF makes up approximately 2.2% of Clarity Retirement & Wealth LLC’s investment portfolio, making the stock its 11th largest position.

A number of other institutional investors also recently made changes to their positions in the business. Marks Group Wealth Management Inc raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.9% in the 4th quarter. Marks Group Wealth Management Inc now owns 6,006 shares of the company’s stock valued at $399,000 after purchasing an additional 167 shares in the last quarter. Cornerstone Wealth Management LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% in the 4th quarter. Cornerstone Wealth Management LLC now owns 4,209 shares of the company’s stock valued at $280,000 after purchasing an additional 200 shares in the last quarter. N.E.W. Advisory Services LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12.2% in the 4th quarter. N.E.W. Advisory Services LLC now owns 1,963 shares of the company’s stock valued at $130,000 after purchasing an additional 213 shares in the last quarter. Clearstead Trust LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.3% in the 4th quarter. Clearstead Trust LLC now owns 6,879 shares of the company’s stock valued at $457,000 after purchasing an additional 222 shares in the last quarter. Finally, Investment Advisory Group LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.3% in the 4th quarter. Investment Advisory Group LLC now owns 6,023 shares of the company’s stock valued at $400,000 after purchasing an additional 246 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.0%

Shares of HELO opened at $67.33 on Tuesday. The business’s 50 day moving average is $66.80 and its two-hundred day moving average is $66.47. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $61.72 and a 52-week high of $68.22. The firm has a market cap of $4.00 billion, a price-to-earnings ratio of 25.99 and a beta of 0.57.

JPMorgan Hedged Equity Laddered Overlay ETF 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.