Key Financial Inc grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 281.7% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 15,301 shares of the company’s stock after purchasing an additional 11,292 shares during the period. Key Financial Inc’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $978,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also made changes to their positions in HELO. Pinnacle Bancorp Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at about $29,000. HHM Wealth Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth about $31,000. Gilpin Wealth Management LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at about $34,000. High Note Wealth LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at about $41,000. Finally, Godfrey Financial Associates Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at approximately $60,000.
JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.3%
HELO stock opened at $67.58 on Wednesday. The firm has a 50 day moving average of $67.57 and a 200-day moving average of $66.66. The company has a market cap of $4.02 billion, a price-to-earnings ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $62.45 and a 12-month high of $68.28.
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.
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