JPMorgan Hedged Equity Laddered Overlay ETF $HELO Stake Lifted by Triad Wealth Partners LLC

Triad Wealth Partners LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 54.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 280,770 shares of the company’s stock after buying an additional 98,552 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for approximately 1.4% of Triad Wealth Partners LLC’s investment portfolio, making the stock its 16th largest holding. Triad Wealth Partners LLC owned 0.48% of JPMorgan Hedged Equity Laddered Overlay ETF worth $17,944,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Marks Group Wealth Management Inc increased its holdings 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 worth $399,000 after acquiring an additional 167 shares during the period. Cornerstone Wealth Management LLC grew its position in 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 worth $280,000 after purchasing an additional 200 shares during the last quarter. N.E.W. Advisory Services LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12.2% in the fourth 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 during the period. Clearstead Trust LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.3% in the fourth quarter. Clearstead Trust LLC now owns 6,879 shares of the company’s stock valued at $457,000 after purchasing an additional 222 shares during the period. Finally, Investment Advisory Group LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.3% during the fourth quarter. Investment Advisory Group LLC now owns 6,023 shares of the company’s stock valued at $400,000 after buying an additional 246 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA HELO opened at $67.92 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $61.77 and a 12-month high of $68.28. The company has a market cap of $4.04 billion, a PE ratio of 25.99 and a beta of 0.57. The stock has a 50 day simple moving average of $67.43 and a 200-day simple moving average of $66.60.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.