Simplicity Wealth LLC Acquires 12,021 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Simplicity Wealth LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 36.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 44,619 shares of the company’s stock after purchasing an additional 12,021 shares during the quarter. Simplicity Wealth LLC owned about 0.06% of JPMorgan Hedged Equity Laddered Overlay ETF worth $3,086,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in HELO. Vima LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 20.7% in the third quarter. Vima LLC now owns 909 shares of the company’s stock worth $63,000 after acquiring an additional 156 shares in the last quarter. Garrett Wealth Advisory Group LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.5% during the third quarter. Garrett Wealth Advisory Group LLC now owns 316,008 shares of the company’s stock worth $21,858,000 after acquiring an additional 7,700 shares during the last quarter. WASHINGTON TRUST Co acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at about $811,000. Private Wealth Partners LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at about $553,000. Finally, Brookstone Capital Management acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at about $25,700,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $68.83 on Monday. The firm has a market capitalization of $4.85 billion, a P/E ratio of 25.99 and a beta of 0.56. The company has a 50 day moving average price of $69.44 and a 200 day moving average price of $68.33. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $63.24 and a 52 week high of $70.23.

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.