JPMorgan Hedged Equity Laddered Overlay ETF $HELO Stock: Reyes Financial Architecture Inc. Trims Stake

Reyes Financial Architecture Inc. cut its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 92.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,345 shares of the company’s stock after selling 15,734 shares during the quarter. Reyes Financial Architecture Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $93,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Forvis Mazars Wealth Advisors LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $251,123,000. Bank of America Corp DE increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.3% in the first quarter. Bank of America Corp DE now owns 2,420,158 shares of the company’s stock valued at $154,672,000 after purchasing an additional 206,013 shares during the last quarter. Bank of New York Mellon Corp increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10.1% in the first quarter. Bank of New York Mellon Corp now owns 2,229,653 shares of the company’s stock valued at $142,497,000 after purchasing an additional 203,792 shares during the last quarter. Cetera Investment Advisers raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 70.8% in the first quarter. Cetera Investment Advisers now owns 1,584,346 shares of the company’s stock valued at $101,256,000 after purchasing an additional 656,912 shares during the period. Finally, Peterson Wealth Advisors LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.9% in the third quarter. Peterson Wealth Advisors LLC now owns 769,019 shares of the company’s stock valued at $53,193,000 after purchasing an additional 36,083 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA HELO opened at $69.14 on Friday. The stock has a market cap of $4.86 billion, a PE ratio of 25.99 and a beta of 0.56. The firm has a 50-day moving average of $69.47 and a 200-day moving average of $68.30. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $63.24 and a 52-week high of $70.23.

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.