Fiduciary Alliance LLC Acquires 10,956 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Fiduciary Alliance LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 12.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 101,191 shares of the company’s stock after purchasing an additional 10,956 shares during the quarter. Fiduciary Alliance LLC owned 0.17% of JPMorgan Hedged Equity Laddered Overlay ETF worth $6,748,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of HELO. HHM Wealth Advisors LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at approximately $31,000. Gilpin Wealth Management LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $34,000. High Note Wealth LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $41,000. Larson Financial Group LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth $58,000. Finally, Godfrey Financial Associates Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth $60,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $67.18 on Thursday. The firm’s fifty day moving average price is $67.53 and its 200-day moving average price is $66.63. The stock 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 fifty-two week low of $62.21 and a fifty-two week high of $68.28.

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.