JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Acquired by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 11.3% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 231,545 shares of the company’s stock after buying an additional 23,436 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 1.0% of WealthPlan Investment Management LLC’s holdings, making the stock its 26th largest position. WealthPlan Investment Management LLC owned about 0.43% of JPMorgan Hedged Equity Laddered Overlay ETF worth $15,050,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. ORG Partners LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth about $30,000. First Horizon Corp purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $48,000. Avion Wealth purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth approximately $51,000. Assetmark Inc. raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% during the 2nd quarter. Assetmark Inc. now owns 893 shares of the company’s stock worth $56,000 after purchasing an additional 175 shares during the last quarter. Finally, Parallel Advisors LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% during the 2nd quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock worth $75,000 after purchasing an additional 694 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO stock opened at $67.02 on Wednesday. The stock’s 50 day moving average price is $66.12 and its 200 day moving average price is $64.88. The firm has a market cap of $3.67 billion, a P/E ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $56.11 and a 1 year high of $67.18.

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.