Integrity Alliance LLC. Acquires New Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Integrity Alliance LLC. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 97,638 shares of the company’s stock, valued at approximately $6,754,000. Integrity Alliance LLC. owned about 0.14% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of HELO. Forvis Mazars Wealth Advisors LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $251,123,000. Cetera Investment Advisers raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 70.8% in the 1st quarter. Cetera Investment Advisers now owns 1,584,346 shares of the company’s stock valued at $101,256,000 after purchasing an additional 656,912 shares during the last quarter. Brookstone Capital Management bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $25,700,000. Apella Capital LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter worth $18,534,000. Finally, Bank of America Corp DE boosted its stake 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 purchasing an additional 206,013 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of HELO stock opened at $68.96 on Wednesday. The stock’s fifty day moving average is $69.41 and its 200-day moving average is $67.72. The stock has a market capitalization of $4.86 billion, a PE ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $63.24 and a 52 week high of $70.23.

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.