JPMorgan Hedged Equity Laddered Overlay ETF $HELO Stock Bought by Interchange Capital Partners LLC

Interchange Capital Partners LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 55.9% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 63,990 shares of the company’s stock after buying an additional 22,939 shares during the period. Interchange Capital Partners LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $4,426,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Forvis Mazars Wealth Advisors LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $251,123,000. Bank of America Corp DE increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 9.3% in the 1st quarter. Bank of America Corp DE now owns 2,420,158 shares of the company’s stock worth $154,672,000 after buying an additional 206,013 shares during the period. Bank of New York Mellon Corp increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 10.1% in the 1st quarter. Bank of New York Mellon Corp now owns 2,229,653 shares of the company’s stock worth $142,497,000 after buying an additional 203,792 shares during the period. Cetera Investment Advisers lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 70.8% during the 1st quarter. Cetera Investment Advisers now owns 1,584,346 shares of the company’s stock valued at $101,256,000 after buying an additional 656,912 shares in the last quarter. Finally, Peterson Wealth Advisors LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 4.9% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 769,019 shares of the company’s stock valued at $53,193,000 after buying an additional 36,083 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $69.72 on Friday. The stock has a market cap of $4.93 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. The firm has a 50-day moving average of $69.43 and a two-hundred day moving average of $67.70. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $63.24 and a 1 year high of $70.23.

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.