JPMorgan Hedged Equity Laddered Overlay ETF $HELO Position Cut by Taylor Securities Services Inc.

Taylor Securities Services Inc. decreased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 19.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 487,149 shares of the company’s stock after selling 117,895 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 13.4% of Taylor Securities Services Inc.’s investment portfolio, making the stock its 2nd largest holding. Taylor Securities Services Inc. owned about 0.69% of JPMorgan Hedged Equity Laddered Overlay ETF worth $33,696,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Pinnacle Bancorp Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at approximately $29,000. Your Advocates Ltd. LLP acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth approximately $29,000. Markowski Investments acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth approximately $30,000. HHM Wealth Advisors LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth approximately $31,000. Finally, Signature Equity Partners LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 38.8% in the 1st quarter. Signature Equity Partners LLC now owns 1,667 shares of the company’s stock worth $107,000 after buying an additional 466 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO opened at $69.61 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $63.24 and a 12 month high of $70.23. The stock has a market cap of $4.89 billion, a P/E ratio of 25.99 and a beta of 0.56. The stock’s 50 day moving average price is $69.49 and its 200 day moving average price is $68.22.

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.