Vise Technologies Inc. Increases Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Vise Technologies Inc. increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 119.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,504 shares of the company’s stock after buying an additional 12,780 shares during the quarter. Vise Technologies Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,561,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. Cornerstone Wealth Management LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% in the fourth quarter. Cornerstone Wealth Management LLC now owns 4,209 shares of the company’s stock valued at $280,000 after purchasing an additional 200 shares during the last quarter. N.E.W. Advisory Services LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 12.2% in the fourth quarter. N.E.W. Advisory Services LLC now owns 1,963 shares of the company’s stock valued at $130,000 after purchasing an additional 213 shares during the last quarter. Clearstead Trust LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 3.3% in the fourth quarter. Clearstead Trust LLC now owns 6,879 shares of the company’s stock valued at $457,000 after purchasing an additional 222 shares during the last quarter. Investment Advisory Group LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 4.3% in the fourth quarter. Investment Advisory Group LLC now owns 6,023 shares of the company’s stock valued at $400,000 after purchasing an additional 246 shares during the last quarter. Finally, CAP Partners LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 3.3% in the fourth quarter. CAP Partners LLC now owns 8,484 shares of the company’s stock valued at $564,000 after purchasing an additional 275 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA:HELO opened at $67.32 on Monday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $61.71 and a one year high of $68.22. The firm has a market cap of $4.00 billion, a price-to-earnings ratio of 25.99 and a beta of 0.57. The firm’s fifty day moving average is $66.73 and its two-hundred day moving average is $66.46.

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.