Fiduciary Alliance LLC Boosts Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Fiduciary Alliance LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 12.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 101,191 shares of the company’s stock after purchasing an additional 10,956 shares during the quarter. Fiduciary Alliance LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $6,748,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of HELO. HHM Wealth Advisors LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth approximately $31,000. Gilpin Wealth Management LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at approximately $34,000. High Note Wealth LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at approximately $41,000. Godfrey Financial Associates Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at approximately $60,000. Finally, Larson Financial Group LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth approximately $58,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO stock opened at $67.18 on Thursday. The company has a market capitalization of $3.99 billion, a PE ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $62.21 and a one year high of $68.28. The company’s 50 day moving average price is $67.53 and its two-hundred day moving average price is $66.63.

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.