JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Sold by Redhawk Wealth Advisors Inc.

Redhawk Wealth Advisors Inc. lessened its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 48.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 9,537 shares of the company’s stock after selling 9,082 shares during the period. Redhawk Wealth Advisors Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $634,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Jane Street Group LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 13.7% during the 1st quarter. Jane Street Group LLC now owns 80,796 shares of the company’s stock worth $4,822,000 after purchasing an additional 9,713 shares during the last quarter. JPMorgan Chase & Co. increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 5.1% during the second quarter. JPMorgan Chase & Co. now owns 425,936 shares of the company’s stock worth $26,655,000 after buying an additional 20,827 shares in the last quarter. Global Retirement Partners LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth $482,000. Steward Partners Investment Advisory LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 192.6% in the second quarter. Steward Partners Investment Advisory LLC now owns 9,312 shares of the company’s stock worth $583,000 after acquiring an additional 6,129 shares during the last quarter. Finally, J.W. Cole Advisors Inc. lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 17.7% in the second quarter. J.W. Cole Advisors Inc. now owns 8,545 shares of the company’s stock valued at $535,000 after acquiring an additional 1,287 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO opened at $63.39 on Monday. The firm has a market cap of $3.58 billion, a P/E ratio of 25.99 and a beta of 0.58. The business’s fifty day simple moving average is $66.21 and its 200 day simple moving average is $65.89. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $56.11 and a 52 week high of $67.60.

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.