Campbell Deegan Wealth Management LLC Acquires 22,729 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Campbell Deegan Wealth Management LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 9.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 253,813 shares of the company’s stock after buying an additional 22,729 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 13.6% of Campbell Deegan Wealth Management LLC’s investment portfolio, making the stock its 4th largest position. Campbell Deegan Wealth Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $16,861,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in HELO. Bank of America Corp DE lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 22.4% during the 3rd quarter. Bank of America Corp DE now owns 2,053,130 shares of the company’s stock worth $133,453,000 after buying an additional 375,879 shares in the last quarter. Ameriprise Financial Inc. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $21,635,000. Leo Wealth LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $17,065,000. Bank of New York Mellon Corp lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 16.6% during the 3rd quarter. Bank of New York Mellon Corp now owns 1,746,667 shares of the company’s stock worth $113,533,000 after buying an additional 248,651 shares in the last quarter. Finally, Forvis Mazars Wealth Advisors LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 10.6% during the 3rd quarter. Forvis Mazars Wealth Advisors LLC now owns 2,393,885 shares of the company’s stock worth $155,603,000 after buying an additional 230,295 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 1.3%

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $65.12 on Thursday. The firm has a market cap of $3.83 billion, a PE ratio of 25.99 and a beta of 0.60. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $56.42 and a 52-week high of $67.60. The company’s 50 day moving average is $65.81 and its two-hundred day moving average is $65.84.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.