Compass Financial Services Inc Raises Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Compass Financial Services Inc increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 204.2% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 97,626 shares of the company’s stock after purchasing an additional 65,529 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF makes up approximately 2.7% of Compass Financial Services Inc’s holdings, making the stock its 12th largest holding. Compass Financial Services Inc’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $6,239,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in HELO. Brookstone Capital Management boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 22.8% during the fourth 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 last quarter. Aspire Capital Advisors LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.6% during the 4th quarter. Aspire Capital Advisors LLC now owns 194,718 shares of the company’s stock worth $12,935,000 after purchasing an additional 8,546 shares during the period. Leo Wealth LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth $17,065,000. Pinnacle Wealth Management Advisory Group LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 53.0% during the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 89,917 shares of the company’s stock worth $5,973,000 after purchasing an additional 31,144 shares during the last quarter. Finally, Riverchase Wealth Management LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at $1,720,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.4%

Shares of HELO stock traded up $0.27 during trading hours on Friday, hitting $68.33. 157,555 shares of the company were exchanged, compared to its average volume of 316,340. The firm has a market cap of $3.99 billion, a PE ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $62.64 and a 1 year high of $68.35. The firm has a fifty day moving average of $67.68 and a 200 day moving average of $66.75.

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.