Kestra Advisory Services LLC Has $9.76 Million Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Kestra Advisory Services LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 25.8% in the 1st quarter, HoldingsChannel.com reports. The fund owned 152,645 shares of the company’s stock after acquiring an additional 31,302 shares during the period. Kestra Advisory Services LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $9,756,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the stock. Brookstone Capital Management grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 22.8% during the fourth quarter. Brookstone Capital Management now owns 240,598 shares of the company’s stock valued at $15,983,000 after purchasing an additional 44,712 shares during the last quarter. Leo Wealth LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth $17,065,000. Aspire Capital Advisors LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.6% in the fourth quarter. Aspire Capital Advisors LLC now owns 194,718 shares of the company’s stock worth $12,935,000 after buying an additional 8,546 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 53.0% during the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 89,917 shares of the company’s stock worth $5,973,000 after buying an additional 31,144 shares during the period. Finally, Riverchase Wealth Management LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth $1,720,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.5%

NYSEARCA:HELO opened at $68.01 on Tuesday. The firm has a market capitalization of $3.97 billion, a PE ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $62.64 and a 1 year high of $68.35. The firm’s fifty day simple moving average is $67.69 and its 200 day simple moving average is $66.76.

JPMorgan Hedged Equity Laddered Overlay ETF 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.