JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Sold by Envestnet Portfolio Solutions Inc.

Envestnet Portfolio Solutions Inc. trimmed its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 31.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 84,165 shares of the company’s stock after selling 38,101 shares during the period. Envestnet Portfolio Solutions Inc. owned 0.15% of JPMorgan Hedged Equity Laddered Overlay ETF worth $5,591,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Jane Street Group LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 13.7% in the 1st quarter. Jane Street Group LLC now owns 80,796 shares of the company’s stock worth $4,822,000 after purchasing an additional 9,713 shares during the last quarter. NewEdge Advisors LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the 2nd quarter. NewEdge Advisors LLC now owns 73,096 shares of the company’s stock worth $4,574,000 after purchasing an additional 23,263 shares during the last quarter. Raymond James Financial Inc. lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.7% in the 2nd quarter. Raymond James Financial Inc. now owns 1,591,028 shares of the company’s stock worth $99,566,000 after purchasing an additional 140,094 shares during the last quarter. NCM Capital Management LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 30.3% in the 2nd quarter. NCM Capital Management LLC now owns 20,003 shares of the company’s stock worth $1,252,000 after purchasing an additional 4,654 shares during the last quarter. Finally, Bank of America Corp DE lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.9% in the 2nd quarter. Bank of America Corp DE now owns 1,677,251 shares of the company’s stock worth $104,962,000 after purchasing an additional 334,184 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.2%

Shares of NYSEARCA HELO opened at $67.84 on Thursday. The company has a market cap of $4.03 billion, a price-to-earnings ratio of 25.99 and a beta of 0.59. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $60.29 and a 12-month high of $68.00. The stock’s 50 day simple moving average is $66.05 and its 200 day simple moving average is $66.25.

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.