CENTRAL TRUST Co Lowers Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

CENTRAL TRUST Co lessened its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 5.8% in the first quarter, HoldingsChannel.com reports. The fund owned 203,253 shares of the company’s stock after selling 12,518 shares during the period. CENTRAL TRUST Co’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $12,990,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Brookstone Capital Management increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 22.8% in the 4th quarter. Brookstone Capital Management now owns 240,598 shares of the company’s stock worth $15,983,000 after buying an additional 44,712 shares during the last quarter. Aspire Capital Advisors LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.6% during the 4th quarter. Aspire Capital Advisors LLC now owns 194,718 shares of the company’s stock worth $12,935,000 after acquiring an additional 8,546 shares during the last quarter. Leo Wealth LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth $17,065,000. Pinnacle Wealth Management Advisory Group LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 53.0% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 89,917 shares of the company’s stock worth $5,973,000 after acquiring an additional 31,144 shares in the last quarter. Finally, Capital Investment Advisory Services LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 107.9% in the fourth quarter. Capital Investment Advisory Services LLC now owns 44,368 shares of the company’s stock worth $2,947,000 after acquiring an additional 23,032 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.7%

HELO opened at $67.22 on Wednesday. The business’s fifty day simple moving average is $67.51 and its 200 day simple moving average is $66.62. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $62.16 and a 52 week high of $68.28. The stock has a market cap of $3.99 billion, a PE ratio of 25.99 and a beta of 0.57.

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.