13,254 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Purchased by Tradewinds LLC.

Tradewinds LLC. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 13,254 shares of the company’s stock, valued at approximately $862,000.

Several other hedge funds also recently made changes to their positions in HELO. Osaic Holdings Inc. lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 1.1% during the second quarter. Osaic Holdings Inc. now owns 3,008,402 shares of the company’s stock valued at $188,270,000 after purchasing an additional 31,657 shares during the last quarter. Envestnet Asset Management Inc. lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 14.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 2,566,323 shares of the company’s stock valued at $160,517,000 after acquiring an additional 324,692 shares during the last quarter. Forvis Mazars Wealth Advisors LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 14.2% during the 2nd quarter. Forvis Mazars Wealth Advisors LLC now owns 2,163,590 shares of the company’s stock worth $135,397,000 after acquiring an additional 268,943 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 8.2% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 1,922,662 shares of the company’s stock worth $124,935,000 after acquiring an additional 145,576 shares during the last quarter. Finally, Bank of America Corp DE raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.9% during the second 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 period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.0%

Shares of NYSEARCA HELO opened at $66.74 on Monday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $56.11 and a 12 month high of $67.18. The company has a market cap of $3.68 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58. The business has a fifty day simple moving average of $66.21 and a 200-day simple moving average of $64.97.

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.