7,602 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Acquired by Core Wealth Partners LLC

Core Wealth Partners LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 7,602 shares of the company’s stock, valued at approximately $505,000.

Several other hedge funds and other institutional investors have also bought and sold shares of HELO. Jane Street Group LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 13.7% during the 1st quarter. Jane Street Group LLC now owns 80,796 shares of the company’s stock worth $4,822,000 after acquiring an additional 9,713 shares during the last quarter. NewEdge Advisors LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the second quarter. NewEdge Advisors LLC now owns 73,096 shares of the company’s stock valued at $4,574,000 after buying an additional 23,263 shares in the last quarter. Raymond James Financial Inc. lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 9.7% in the second quarter. Raymond James Financial Inc. now owns 1,591,028 shares of the company’s stock valued at $99,566,000 after buying an additional 140,094 shares in the last quarter. NCM Capital Management LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 30.3% in the second quarter. NCM Capital Management LLC now owns 20,003 shares of the company’s stock valued at $1,252,000 after buying an additional 4,654 shares in the last quarter. Finally, Bank of America Corp DE lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 24.9% in the second quarter. Bank of America Corp DE now owns 1,677,251 shares of the company’s stock valued at $104,962,000 after buying an additional 334,184 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of HELO opened at $67.63 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $61.72 and a twelve month high of $68.28. The firm’s 50 day moving average price is $67.30 and its two-hundred day moving average price is $66.58. The firm has a market cap of $4.02 billion, a P/E ratio of 25.99 and a beta of 0.57.

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.