JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Purchased by Aire Advisors LLC

Aire Advisors LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 6.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 171,520 shares of the company’s stock after acquiring an additional 10,815 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for about 1.9% of Aire Advisors LLC’s investment portfolio, making the stock its 17th biggest position. Aire Advisors LLC owned approximately 0.24% of JPMorgan Hedged Equity Laddered Overlay ETF worth $11,864,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Your Advocates Ltd. LLP acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter worth $29,000. Pinnacle Bancorp Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter valued at $29,000. Markowski Investments bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter worth about $30,000. HHM Wealth Advisors LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter valued at approximately $31,000. Finally, Signature Equity Partners LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 38.8% in the 1st quarter. Signature Equity Partners LLC now owns 1,667 shares of the company’s stock worth $107,000 after buying an additional 466 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA:HELO opened at $69.78 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $63.24 and a 1 year high of $70.23. The business has a fifty day moving average of $69.49 and a 200-day moving average of $68.26. The stock has a market cap of $4.90 billion, a price-to-earnings 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.