JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Purchased by HighTower Advisors LLC

HighTower Advisors LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 6.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 960,223 shares of the company’s stock after acquiring an additional 54,812 shares during the period. HighTower Advisors LLC owned 1.70% of JPMorgan Hedged Equity Laddered Overlay ETF worth $63,788,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in HELO. Bank of America Corp DE boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 22.4% in the third quarter. Bank of America Corp DE now owns 2,053,130 shares of the company’s stock worth $133,453,000 after acquiring an additional 375,879 shares during the last quarter. Ameriprise Financial Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter worth approximately $21,635,000. Leo Wealth LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth approximately $17,065,000. Bank of New York Mellon Corp boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 16.6% in the third quarter. Bank of New York Mellon Corp now owns 1,746,667 shares of the company’s stock worth $113,533,000 after acquiring an additional 248,651 shares during the last quarter. Finally, Forvis Mazars Wealth Advisors LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10.6% in the third quarter. Forvis Mazars Wealth Advisors LLC now owns 2,393,885 shares of the company’s stock valued at $155,603,000 after purchasing an additional 230,295 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO stock opened at $67.84 on Thursday. The business has a 50 day simple moving average of $66.05 and a 200-day simple moving average of $66.25. The firm has a market capitalization of $4.03 billion, a PE ratio of 25.99 and a beta of 0.59. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $60.29 and a 1 year high of $68.00.

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.