YHB Investment Advisors Inc. Buys 7,820 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

YHB Investment Advisors Inc. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 38.6% in the fourth quarter, HoldingsChannel reports. The firm owned 28,102 shares of the company’s stock after purchasing an additional 7,820 shares during the period. YHB Investment Advisors Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,867,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brookstone Capital Management grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 22.8% during the 4th quarter. Brookstone Capital Management now owns 240,598 shares of the company’s stock worth $15,983,000 after acquiring an additional 44,712 shares during the period. Orrstown Financial Services Inc. boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.2% in the 4th quarter. Orrstown Financial Services Inc. now owns 119,354 shares of the company’s stock worth $7,929,000 after purchasing an additional 3,655 shares during the last quarter. Longview Financial Advisors LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 9.1% in the fourth quarter. Longview Financial Advisors LLC now owns 250,745 shares of the company’s stock valued at $16,657,000 after purchasing an additional 20,896 shares during the last quarter. Dakota Wealth Management bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $529,000. Finally, CoreCap Advisors LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 14.6% in the 4th quarter. CoreCap Advisors LLC now owns 5,261 shares of the company’s stock valued at $349,000 after acquiring an additional 670 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO stock opened at $64.12 on Thursday. The stock has a market cap of $3.76 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $56.11 and a one year high of $67.60. The company has a fifty day moving average price of $66.06 and a two-hundred day moving average price of $65.86.

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.