Avidian Wealth Enterprises LLC Acquires New Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Avidian Wealth Enterprises LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 147,481 shares of the company’s stock, valued at approximately $10,201,000. Avidian Wealth Enterprises LLC owned approximately 0.21% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of HELO. Harbor Asset Planning Inc. increased its stake 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 valued at $109,000 after buying an additional 152 shares during the period. Marks Group Wealth Management Inc lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 2.9% in the fourth quarter. Marks Group Wealth Management Inc now owns 6,006 shares of the company’s stock worth $399,000 after acquiring an additional 167 shares during the period. CAP Partners LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 2.2% during the 1st quarter. CAP Partners LLC now owns 8,674 shares of the company’s stock worth $554,000 after acquiring an additional 190 shares in the last quarter. Lewis Asset Management LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 5.2% during the 1st quarter. Lewis Asset Management LLC now owns 5,815 shares of the company’s stock worth $372,000 after acquiring an additional 290 shares in the last quarter. Finally, Roman Butler Fullerton & Co. increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 6.2% during the 1st quarter. Roman Butler Fullerton & Co. now owns 5,363 shares of the company’s stock valued at $349,000 after purchasing an additional 312 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA:HELO traded down $0.19 during trading hours on Thursday, hitting $69.66. The company’s stock had a trading volume of 178,364 shares, compared to its average volume of 336,921. The firm’s fifty day moving average price is $69.43 and its 200 day moving average price is $67.87. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $63.24 and a 52 week high of $70.23. The company has a market capitalization of $4.88 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56.

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.