Saxony Capital Management LLC Invests $3.10 Million in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Saxony Capital Management LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 47,707 shares of the company’s stock, valued at approximately $3,101,000. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 2.0% of Saxony Capital Management LLC’s investment portfolio, making the stock its 11th biggest holding.

Several other institutional investors have also recently bought and sold shares of the stock. Assetmark Inc. lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% during the 2nd quarter. Assetmark Inc. now owns 893 shares of the company’s stock worth $56,000 after buying an additional 175 shares in the last quarter. Nvwm LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.4% in the 2nd quarter. Nvwm LLC now owns 13,839 shares of the company’s stock valued at $866,000 after buying an additional 185 shares during the period. Lakeridge Wealth Management LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.1% during the third quarter. Lakeridge Wealth Management LLC now owns 18,452 shares of the company’s stock worth $1,199,000 after acquiring an additional 194 shares during the last quarter. WESPAC Advisors LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.6% during the second quarter. WESPAC Advisors LLC now owns 5,745 shares of the company’s stock valued at $360,000 after acquiring an additional 201 shares during the period. Finally, Consolidated Portfolio Review Corp boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 3.5% in the second quarter. Consolidated Portfolio Review Corp now owns 6,118 shares of the company’s stock valued at $383,000 after acquiring an additional 205 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.0%

Shares of HELO stock opened at $66.44 on Friday. The firm has a market cap of $3.60 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $56.11 and a 12 month high of $67.13. The stock has a 50-day moving average price of $65.94 and a 200 day moving average price of $64.63.

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.