Cooper Financial Group Reduces Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Cooper Financial Group decreased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 30.9% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 63,317 shares of the company’s stock after selling 28,291 shares during the period. Cooper Financial Group’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $4,279,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Avior Wealth Management LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 0.7% in the 2nd quarter. Avior Wealth Management LLC now owns 173,665 shares of the company’s stock worth $11,736,000 after acquiring an additional 1,237 shares during the last quarter. CoreCap Advisors LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 36.0% during the 2nd quarter. CoreCap Advisors LLC now owns 8,145 shares of the company’s stock valued at $550,000 after purchasing an additional 2,158 shares during the last quarter. Sincerus Advisory LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 10.6% during the 2nd quarter. Sincerus Advisory LLC now owns 45,099 shares of the company’s stock valued at $3,048,000 after purchasing an additional 4,316 shares during the last quarter. WNY Asset Management LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth about $782,000. Finally, Mascagni Wealth Management Inc. raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 13.5% in the 1st quarter. Mascagni Wealth Management Inc. now owns 14,860 shares of the company’s stock worth $950,000 after purchasing an additional 1,765 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA HELO opened at $69.69 on Friday. The company has a market cap of $4.71 billion, a P/E ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $63.08 and a 1 year high of $69.93. The firm has a 50-day simple moving average of $67.86 and a two-hundred day simple moving average of $66.94.

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.