Wealth Enhancement Advisory Services LLC Raises Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Wealth Enhancement Advisory Services LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 8.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,922,662 shares of the company’s stock after purchasing an additional 145,576 shares during the period. Wealth Enhancement Advisory Services LLC owned about 3.59% of JPMorgan Hedged Equity Laddered Overlay ETF worth $124,935,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Smallwood Wealth Investment Management LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 40.2% during the 3rd quarter. Smallwood Wealth Investment Management LLC now owns 74,265 shares of the company’s stock valued at $4,827,000 after acquiring an additional 21,305 shares during the period. Bank of Montreal Can boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7,854.2% during the second quarter. Bank of Montreal Can now owns 1,909 shares of the company’s stock valued at $119,000 after buying an additional 1,885 shares during the last quarter. Grant Private Wealth Management Inc purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at approximately $2,394,000. Lionsbridge Wealth Management LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 146.7% during the 3rd quarter. Lionsbridge Wealth Management LLC now owns 27,283 shares of the company’s stock worth $1,773,000 after acquiring an additional 16,225 shares in the last quarter. Finally, Family Capital Management Inc. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter valued at about $896,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $66.74 on Monday. The stock has a 50 day moving average price of $66.21 and a 200-day moving average price of $64.97. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $56.11 and a one year high of $67.18. The stock has a market cap of $3.68 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58.

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.