47,832 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Bought by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 3rd quarter, Holdings Channel reports. The fund bought 47,832 shares of the company’s stock, valued at approximately $3,309,000.

Other hedge funds have also recently made changes to their positions in the company. Your Advocates Ltd. LLP bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter valued at approximately $29,000. Markowski Investments bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at $30,000. Vima LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 20.7% in the third quarter. Vima LLC now owns 909 shares of the company’s stock valued at $63,000 after acquiring an additional 156 shares in the last quarter. Signature Equity Partners LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 38.8% in the first quarter. Signature Equity Partners LLC now owns 1,667 shares of the company’s stock valued at $107,000 after acquiring an additional 466 shares in the last quarter. Finally, Center for Financial Planning Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at $149,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 1.2%

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $68.86 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $63.24 and a 12-month high of $70.23. The company has a market cap of $4.86 billion, a P/E ratio of 25.99 and a beta of 0.56. The company’s fifty day simple moving average is $69.43 and its two-hundred day simple moving average is $67.71.

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.