20,135 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Bought by M Holdings Securities Inc.

M Holdings Securities Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 20,135 shares of the company’s stock, valued at approximately $1,385,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Forvis Mazars Wealth Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $251,123,000. Commonwealth Equity Services LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at $50,487,000. Cetera Investment Advisers grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 70.8% in the first 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. Brookstone Capital Management purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $25,700,000. Finally, Apella Capital LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $18,534,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 1.3%

HELO stock opened at $68.80 on Tuesday. The business’s fifty day moving average price is $69.32 and its 200 day moving average price is $67.77. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $63.24 and a 12-month high of $70.23. The company has a market capitalization of $4.84 billion, a PE ratio of 25.99 and a beta of 0.56.

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.