JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Bought by Sprinkle Financial Consultants LLC

Sprinkle Financial Consultants LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 18.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 120,333 shares of the company’s stock after purchasing an additional 18,749 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF makes up approximately 3.2% of Sprinkle Financial Consultants LLC’s holdings, making the stock its 9th biggest position. Sprinkle Financial Consultants LLC owned about 0.21% of JPMorgan Hedged Equity Laddered Overlay ETF worth $8,132,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the business. Pinnacle Bancorp Inc. acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth $29,000. Your Advocates Ltd. LLP bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth about $29,000. HHM Wealth Advisors LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth about $31,000. Gilpin Wealth Management LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $34,000. Finally, High Note Wealth LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $41,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of HELO stock opened at $69.86 on Friday. The stock’s 50 day simple moving average is $67.90 and its 200 day simple moving average is $66.96. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $63.24 and a twelve month high of $69.93. The company has a market capitalization of $4.72 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56.

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.