Strategic Wealth Advisors LLC Makes New $927,000 Investment in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Strategic Wealth Advisors LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 13,955 shares of the company’s stock, valued at approximately $927,000. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 0.8% of Strategic Wealth Advisors LLC’s holdings, making the stock its 27th biggest holding.

A number of other institutional investors also recently bought and sold shares of the business. Koshinski Asset Management Inc. raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 31.7% during the 4th quarter. Koshinski Asset Management Inc. now owns 22,694 shares of the company’s stock worth $1,508,000 after buying an additional 5,465 shares during the last quarter. Indivisible Partners purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at approximately $1,613,000. Allegheny Financial Group increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 95.1% during the 4th quarter. Allegheny Financial Group now owns 77,745 shares of the company’s stock valued at $5,165,000 after purchasing an additional 37,893 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 53.0% during the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 89,917 shares of the company’s stock valued at $5,973,000 after purchasing an additional 31,144 shares in the last quarter. Finally, Truist Financial Corp increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 20.1% during the 4th quarter. Truist Financial Corp now owns 19,628 shares of the company’s stock valued at $1,304,000 after purchasing an additional 3,284 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA:HELO opened at $67.76 on Friday. The firm has a market cap of $4.03 billion, a price-to-earnings ratio of 25.99 and a beta of 0.59. The company has a 50 day moving average price of $65.84 and a 200-day moving average price of $66.12. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $59.70 and a 1-year high of $67.88.

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.