JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Acquired by Vise Technologies Inc.

Vise Technologies Inc. increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 119.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,504 shares of the company’s stock after buying an additional 12,780 shares during the quarter. Vise Technologies Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,561,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Bank of America Corp DE grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 22.4% during the third quarter. Bank of America Corp DE now owns 2,053,130 shares of the company’s stock valued at $133,453,000 after buying an additional 375,879 shares during the last quarter. Bank of New York Mellon Corp grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 16.0% during the fourth quarter. Bank of New York Mellon Corp now owns 2,025,861 shares of the company’s stock valued at $134,578,000 after buying an additional 279,194 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.1% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 2,021,674 shares of the company’s stock valued at $135,392,000 after buying an additional 99,012 shares during the last quarter. Raymond James Financial Inc. grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.7% during the second quarter. Raymond James Financial Inc. now owns 1,591,028 shares of the company’s stock valued at $99,566,000 after buying an additional 140,094 shares during the last quarter. Finally, HighTower Advisors LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.1% during the fourth quarter. HighTower Advisors LLC now owns 960,223 shares of the company’s stock valued at $63,788,000 after buying an additional 54,812 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO opened at $67.32 on Monday. The firm has a market capitalization of $4.00 billion, a PE ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $61.71 and a 1-year high of $68.22. The company’s fifty day moving average price is $66.73 and its 200-day moving average price is $66.46.

JPMorgan Hedged Equity Laddered Overlay ETF Company 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.