JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Purchased by Simmons Bank

Simmons Bank raised its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 270.6% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 11,432 shares of the company’s stock after purchasing an additional 8,347 shares during the period. Simmons Bank’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $731,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in HELO. Brookstone Capital Management grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 22.8% during the 4th quarter. Brookstone Capital Management now owns 240,598 shares of the company’s stock valued at $15,983,000 after acquiring an additional 44,712 shares in the last quarter. Aspire Capital Advisors LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 4.6% in the 4th quarter. Aspire Capital Advisors LLC now owns 194,718 shares of the company’s stock valued at $12,935,000 after acquiring an additional 8,546 shares during the last quarter. Leo Wealth LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $17,065,000. Pinnacle Wealth Management Advisory Group LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 53.0% in the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 89,917 shares of the company’s stock worth $5,973,000 after purchasing an additional 31,144 shares in the last quarter. Finally, Riverchase Wealth Management LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth approximately $1,720,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO stock opened at $67.58 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $62.45 and a 1 year high of $68.28. The firm has a market capitalization of $4.02 billion, a PE ratio of 25.99 and a beta of 0.57. The business has a 50 day simple moving average of $67.57 and a 200-day simple moving average of $66.66.

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.