Western Wealth Management LLC Acquires Shares of 27,125 JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Western Wealth Management LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 27,125 shares of the company’s stock, valued at approximately $1,802,000.

Other large investors also recently bought and sold shares of the company. First Horizon Corp acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at $48,000. Larson Financial Group LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at $58,000. Root Financial Partners LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at $78,000. Foster Dykema Cabot & Partners LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at $104,000. Finally, LRI Investments LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at $126,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA:HELO opened at $67.88 on Friday. The company has a 50-day simple moving average of $65.93 and a 200-day simple moving average of $66.20. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $60.29 and a one year high of $67.92. The stock has a market capitalization of $4.03 billion, a price-to-earnings ratio of 25.99 and a beta of 0.59.

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.