JPMorgan Hedged Equity Laddered Overlay ETF $HELO Stock Holdings Increased by Pinnacle Wealth Management Advisory Group LLC

Pinnacle Wealth Management Advisory Group LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 106.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 185,430 shares of the company’s stock after purchasing an additional 95,513 shares during the period. Pinnacle Wealth Management Advisory Group LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $11,851,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Jane Street Group LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 13.7% in the first quarter. Jane Street Group LLC now owns 80,796 shares of the company’s stock worth $4,822,000 after buying an additional 9,713 shares during the last quarter. NewEdge Advisors LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% during the 2nd quarter. NewEdge Advisors LLC now owns 73,096 shares of the company’s stock valued at $4,574,000 after acquiring an additional 23,263 shares during the last quarter. Raymond James Financial Inc. lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.7% during the 2nd quarter. Raymond James Financial Inc. now owns 1,591,028 shares of the company’s stock valued at $99,566,000 after acquiring an additional 140,094 shares during the last quarter. NCM Capital Management LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 30.3% during the 2nd quarter. NCM Capital Management LLC now owns 20,003 shares of the company’s stock worth $1,252,000 after acquiring an additional 4,654 shares in the last quarter. Finally, Bank of America Corp DE boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.9% during the 2nd quarter. Bank of America Corp DE now owns 1,677,251 shares of the company’s stock worth $104,962,000 after acquiring an additional 334,184 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.1%

Shares of NYSEARCA HELO opened at $67.08 on Friday. The stock has a market capitalization of $3.99 billion, a price-to-earnings ratio of 25.99 and a beta of 0.57. The stock’s fifty day simple moving average is $67.55 and its 200 day simple moving average is $66.64. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $62.36 and a 52-week high of $68.28.

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.