Wick Capital Partners LLC Buys 166,505 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Wick Capital Partners LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 2,258.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 173,878 shares of the company’s stock after purchasing an additional 166,505 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for about 2.1% of Wick Capital Partners LLC’s portfolio, making the stock its 11th largest position. Wick Capital Partners LLC owned about 0.31% of JPMorgan Hedged Equity Laddered Overlay ETF worth $11,551,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Jane Street Group LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 13.7% in the first quarter. Jane Street Group LLC now owns 80,796 shares of the company’s stock valued at $4,822,000 after buying an additional 9,713 shares in the last quarter. NewEdge Advisors LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% during the second quarter. NewEdge Advisors LLC now owns 73,096 shares of the company’s stock worth $4,574,000 after buying an additional 23,263 shares in the last quarter. Raymond James Financial Inc. increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.7% during the second quarter. Raymond James Financial Inc. now owns 1,591,028 shares of the company’s stock worth $99,566,000 after buying an additional 140,094 shares in the last quarter. NCM Capital Management LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 30.3% in the 2nd quarter. NCM Capital Management LLC now owns 20,003 shares of the company’s stock valued at $1,252,000 after acquiring an additional 4,654 shares during the last quarter. Finally, Bank of America Corp DE lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.9% in the 2nd quarter. Bank of America Corp DE now owns 1,677,251 shares of the company’s stock valued at $104,962,000 after acquiring an additional 334,184 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA HELO opened at $67.92 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $61.77 and a twelve month high of $68.28. The company has a market cap of $4.04 billion, a price-to-earnings ratio of 25.99 and a beta of 0.57. The business’s fifty day moving average is $67.43 and its 200 day moving average is $66.60.

JPMorgan Hedged Equity Laddered Overlay ETF 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.