LPL Financial LLC Acquires 549,559 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

LPL Financial LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 20.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,189,556 shares of the company’s stock after purchasing an additional 549,559 shares during the period. LPL Financial LLC owned approximately 5.65% of JPMorgan Hedged Equity Laddered Overlay ETF worth $211,882,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Cornerstone Wealth Management LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% in the fourth quarter. Cornerstone Wealth Management LLC now owns 4,209 shares of the company’s stock valued at $280,000 after purchasing an additional 200 shares during the period. N.E.W. Advisory Services LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12.2% in the fourth quarter. N.E.W. Advisory Services LLC now owns 1,963 shares of the company’s stock valued at $130,000 after purchasing an additional 213 shares during the period. Clearstead Trust LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 3.3% during the 4th quarter. Clearstead Trust LLC now owns 6,879 shares of the company’s stock worth $457,000 after acquiring an additional 222 shares during the period. Investment Advisory Group LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 4.3% during the 4th quarter. Investment Advisory Group LLC now owns 6,023 shares of the company’s stock worth $400,000 after acquiring an additional 246 shares during the period. Finally, CAP Partners LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 3.3% during the 4th quarter. CAP Partners LLC now owns 8,484 shares of the company’s stock worth $564,000 after acquiring an additional 275 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.1%

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $67.37 on Wednesday. The firm’s 50 day simple moving average is $66.88 and its 200 day simple moving average is $66.49. The firm has a market capitalization of $4.00 billion, a PE ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $61.72 and a 1-year high of $68.22.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.