Prime Capital Investment Advisors LLC Buys 18,080 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Prime Capital Investment Advisors LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 134.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,522 shares of the company’s stock after buying an additional 18,080 shares during the period. Prime Capital Investment Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $2,049,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Capital Investment Advisory Services LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 448.5% in the 3rd quarter. Capital Investment Advisory Services LLC now owns 21,336 shares of the company’s stock valued at $1,387,000 after purchasing an additional 17,446 shares during the period. MONECO Advisors LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% during the third quarter. MONECO Advisors LLC now owns 107,769 shares of the company’s stock valued at $7,005,000 after buying an additional 5,094 shares during the last quarter. J.W. Cole Advisors Inc. grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 44.4% during the third quarter. J.W. Cole Advisors Inc. now owns 12,342 shares of the company’s stock worth $802,000 after buying an additional 3,797 shares in the last quarter. Bank of Marin grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 12.2% during the third quarter. Bank of Marin now owns 7,632 shares of the company’s stock worth $496,000 after buying an additional 828 shares in the last quarter. Finally, Envestnet Asset Management Inc. raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 7.8% in the 3rd quarter. Envestnet Asset Management Inc. now owns 2,766,966 shares of the company’s stock valued at $179,853,000 after buying an additional 200,643 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO opened at $67.16 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $56.11 and a 1 year high of $67.35. The company has a market capitalization of $3.79 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58. The firm’s fifty day moving average price is $66.61 and its two-hundred day moving average price is $65.35.

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.