JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Sold by Mattson Financial Services LLC

Mattson Financial Services LLC trimmed its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 39.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 25,904 shares of the company’s stock after selling 16,564 shares during the period. Mattson Financial Services LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,721,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of HELO. LPL Financial LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 20.8% during the 4th quarter. LPL Financial LLC now owns 3,189,556 shares of the company’s stock valued at $211,882,000 after purchasing an additional 549,559 shares during the period. Bank of America Corp DE boosted its stake 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 valued at $133,453,000 after purchasing an additional 375,879 shares during the period. Ameriprise Financial Inc. acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at about $21,635,000. Bank of New York Mellon Corp boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 16.0% during the 4th quarter. Bank of New York Mellon Corp now owns 2,025,861 shares of the company’s stock valued at $134,578,000 after purchasing an additional 279,194 shares during the period. Finally, Leo Wealth LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $17,065,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.4%

Shares of NYSEARCA:HELO opened at $67.20 on Friday. The company has a 50 day moving average of $67.01 and a 200-day moving average of $66.53. The firm has a market cap of $3.99 billion, a P/E ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $61.72 and a twelve month high of $68.22.

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.