JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Newly Bought by WealthPLAN Partners LLC

WealthPLAN Partners LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 71,813 shares of the company’s stock, valued at approximately $4,967,000. WealthPLAN Partners LLC owned approximately 0.10% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of HELO. Riverchase Wealth Management LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter valued at $1,720,000. Smallwood Wealth Investment Management LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 19.7% in the 2nd quarter. Smallwood Wealth Investment Management LLC now owns 106,768 shares of the company’s stock valued at $7,215,000 after buying an additional 17,605 shares in the last quarter. Triad Wealth Partners LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 54.1% in the 1st quarter. Triad Wealth Partners LLC now owns 280,770 shares of the company’s stock valued at $17,944,000 after buying an additional 98,552 shares in the last quarter. Valmark Advisers Inc. raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 523.8% during the first quarter. Valmark Advisers Inc. now owns 75,728 shares of the company’s stock valued at $4,840,000 after acquiring an additional 63,589 shares during the last quarter. Finally, USAdvisors Wealth Management LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.5% during the first quarter. USAdvisors Wealth Management LLC now owns 122,850 shares of the company’s stock valued at $7,780,000 after acquiring an additional 8,525 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA:HELO traded up $0.21 during trading on Thursday, reaching $69.64. The stock had a trading volume of 133,395 shares, compared to its average volume of 335,851. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $63.24 and a 1-year high of $70.23. The stock has a market cap of $4.88 billion, a PE ratio of 25.99 and a beta of 0.56. The business has a fifty day moving average price of $69.51 and a 200-day moving average price of $68.06.

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.