Patriot Financial Group Insurance Agency LLC Buys 31,246 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Patriot Financial Group Insurance Agency LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 99.2% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 62,736 shares of the company’s stock after buying an additional 31,246 shares during the quarter. Patriot Financial Group Insurance Agency LLC owned 0.11% of JPMorgan Hedged Equity Laddered Overlay ETF worth $4,009,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Harbor Asset Planning Inc. raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.8% during the first quarter. Harbor Asset Planning Inc. now owns 1,705 shares of the company’s stock worth $109,000 after acquiring an additional 152 shares during the period. Lewis Asset Management LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 5.2% in the 1st quarter. Lewis Asset Management LLC now owns 5,815 shares of the company’s stock worth $372,000 after purchasing an additional 290 shares during the period. Pinnacle Wealth Management Advisory Group LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 106.2% in the 1st quarter. Pinnacle Wealth Management Advisory Group LLC now owns 185,430 shares of the company’s stock worth $11,851,000 after purchasing an additional 95,513 shares during the period. ADG Wealth Management Group LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth $178,000. Finally, Fiduciary Alliance LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 12.1% during the 1st quarter. Fiduciary Alliance LLC now owns 101,191 shares of the company’s stock worth $6,748,000 after purchasing an additional 10,956 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO opened at $67.08 on Monday. The business’s 50-day moving average price is $67.55 and its two-hundred day moving average price is $66.64. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $62.36 and a 1 year high of $68.28. The company has a market capitalization of $3.99 billion, a price-to-earnings 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.