CENTRAL TRUST Co Makes New $15.15 Million Investment in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

CENTRAL TRUST Co acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 3rd quarter, Holdings Channel.com reports. The firm acquired 218,982 shares of the company’s stock, valued at approximately $15,147,000.

Other institutional investors also recently bought and sold shares of the company. Forvis Mazars Wealth Advisors LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at $251,123,000. Bank of America Corp DE increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 9.3% in the first 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 in the last quarter. Bank of New York Mellon Corp increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 10.1% in the first 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 in the last quarter. Cetera Investment Advisers raised 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 worth $101,256,000 after buying an additional 656,912 shares during the period. Finally, Peterson Wealth Advisors LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.9% in the third quarter. Peterson Wealth Advisors LLC now owns 769,019 shares of the company’s stock worth $53,193,000 after buying an additional 36,083 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.9%

HELO stock opened at $69.15 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $63.24 and a twelve month high of $70.23. The stock has a market cap of $4.87 billion, a P/E ratio of 25.99 and a beta of 0.56. The business’s 50-day moving average price is $69.30 and its 200-day moving average price is $67.79.

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.